PWA
Pillar Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,225
| Closed | -$256K | – | 58 |
|
|
2024
Q2 | $256K | Buy |
2,225
+142
| +7% | +$16.3K | 0.31% | 52 |
|
|
2024
Q1 | $242K | Hold |
2,083
| – | – | 0.18% | 64 |
|
|
2023
Q4 | $208K | Sell |
2,083
-20
| -1% | -$2K | 0.16% | 68 |
|
|
2023
Q3 | $247K | Hold |
2,103
| – | – | 0.21% | 60 |
|
|
2023
Q2 | $226K | Sell |
2,103
-142
| -6% | -$15.2K | 0.19% | 64 |
|
|
2023
Q1 | $246K | Buy |
+2,245
| New | +$246K | 0.25% | 56 |
|