PWS
Precision Wealth Strategies’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,067
| Closed | -$436K | – | 110 |
|
|
2023
Q2 | $436K | Sell |
4,067
-506
| -11% | -$54.3K | 0.71% | 34 |
|
|
2023
Q1 | $501K | Sell |
4,573
-46
| -1% | -$5.05K | 0.79% | 26 |
|
|
2022
Q4 | $509K | Buy |
+4,619
| New | +$509K | 0.53% | 37 |
|
|
2022
Q2 | – | Sell |
-2,701
| Closed | -$223K | – | 186 |
|
|
2022
Q1 | $223K | Buy |
+2,701
| New | +$223K | 0.13% | 154 |
|