PFG
Piershale Financial Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $45K | Sell |
420
-46
| -10% | -$4.93K | 0.03% | 44 |
|
|
2023
Q1 | $51.1K | Buy |
466
+3
| +0.6% | +$329 | 0.04% | 35 |
|
|
2022
Q4 | $51.1K | Buy |
+463
| New | +$51.1K | 0.04% | 32 |
|
|
2016
Q4 | – | Sell |
-1,301
| Closed | -$114K | – | 142 |
|
|
2016
Q3 | $114K | Hold |
1,301
| – | – | 0.09% | 20 |
|
|
2016
Q2 | $122K | Hold |
1,301
| – | – | 0.09% | 18 |
|
|
2016
Q1 | $109K | Sell |
1,301
-75
| -5% | -$6.28K | 0.06% | 19 |
|
|
2015
Q4 | $107K | Buy |
1,376
+76
| +6% | +$5.91K | 0.07% | 23 |
|
|
2015
Q3 | $97K | Sell |
1,300
-499
| -28% | -$37.2K | 0.07% | 18 |
|
|
2015
Q2 | $150K | Buy |
1,799
+497
| +38% | +$41.4K | 0.11% | 21 |
|
|
2015
Q1 | $111K | Sell |
1,302
-4
| -0.3% | -$341 | 0.09% | 20 |
|
|
2014
Q4 | $121K | Buy |
1,306
+1
| +0.1% | +$93 | 0.08% | 31 |
|
|
2014
Q3 | $123K | Hold |
1,305
| – | – | 0.1% | 33 |
|
|
2014
Q2 | $131K | Buy |
1,305
+8
| +0.6% | +$803 | 0.11% | 33 |
|
|
2014
Q1 | $127K | Buy |
1,297
+47
| +4% | +$4.6K | 0.15% | 34 |
|
|
2013
Q4 | $127K | Hold |
1,250
| – | – | 0.18% | 25 |
|
|
2013
Q3 | $108K | Hold |
1,250
| – | – | 0.1% | 32 |
|
|
2013
Q2 | $113K | Buy |
+1,250
| New | +$113K | 0.22% | 24 |
|