PWS
Paragon Wealth Strategies’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $229K | Buy |
2,290
+13
| +0.6% | +$1.3K | 0.06% | 33 |
|
|
2023
Q3 | $268K | Buy |
2,277
+12
| +0.5% | +$1.41K | 0.08% | 30 |
|
|
2023
Q2 | $243K | Sell |
2,265
-508
| -18% | -$54.5K | 0.08% | 33 |
|
|
2023
Q1 | $304K | Buy |
2,773
+23
| +0.8% | +$2.52K | 0.19% | 31 |
|
|
2022
Q4 | $303K | Buy |
2,750
+306
| +13% | +$33.8K | 0.36% | 21 |
|
|
2022
Q3 | $213K | Buy |
+2,444
| New | +$213K | 0.21% | 18 |
|
|
2019
Q3 | – | Sell |
-7,277
| Closed | -$558K | – | 48 |
|
|
2019
Q2 | $558K | Sell |
7,277
-1,119
| -13% | -$85.8K | 0.3% | 26 |
|
|
2019
Q1 | $678K | Buy |
8,396
+3
| +0% | +$242 | 0.39% | 27 |
|
|
2018
Q4 | $572K | Buy |
8,393
+213
| +3% | +$14.5K | 0.41% | 30 |
|
|
2018
Q3 | $695K | Sell |
8,180
-144
| -2% | -$12.2K | 0.43% | 23 |
|
|
2018
Q2 | $689K | Buy |
8,324
+194
| +2% | +$16.1K | 0.49% | 26 |
|
|
2018
Q1 | $607K | Hold |
8,130
| – | – | 0.52% | 22 |
|
|
2017
Q4 | $680K | Hold |
8,130
| – | – | 0.56% | 21 |
|
|
2017
Q3 | $666K | Buy |
8,130
+1,250
| +18% | +$102K | 0.6% | 20 |
|
|
2017
Q2 | $555K | Hold |
6,880
| – | – | 0.5% | 21 |
|
|
2017
Q1 | $564K | Buy |
6,880
+4,278
| +164% | +$351K | 0.46% | 20 |
|
|
2016
Q4 | $235K | Buy |
+2,602
| New | +$235K | 0.19% | 26 |
|