OWM
Orgel Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,773
| Closed | -$559K | – | 76 |
|
|
2022
Q1 | $559K | Buy |
+6,773
| New | +$559K | 0.04% | 34 |
|
|
2017
Q3 | – | Sell |
-2,625
| Closed | -$212K | – | 33 |
|
|
2017
Q2 | $212K | Sell |
2,625
-609
| -19% | -$49.2K | 0.08% | 24 |
|
|
2017
Q1 | $266K | Buy |
3,234
+26
| +0.8% | +$2.14K | 0.12% | 15 |
|
|
2016
Q4 | $290K | Sell |
3,208
-286
| -8% | -$25.9K | 0.19% | 11 |
|
|
2016
Q3 | $305K | Buy |
3,494
+131
| +4% | +$11.4K | 0.21% | 11 |
|
|
2016
Q2 | $315K | Buy |
+3,363
| New | +$315K | 0.14% | 13 |
|
|
2016
Q1 | – | Sell |
-3,360
| Closed | -$262K | – | 27 |
|
|
2015
Q4 | $262K | Buy |
+3,360
| New | +$262K | 0.22% | 17 |
|