PA
Prism Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,685
| Closed | -$257K | – | 69 |
|
|
2019
Q4 | $257K | Buy |
3,685
+248
| +7% | +$17.3K | 0.13% | 56 |
|
|
2019
Q3 | $243K | Hold |
3,437
| – | – | 0.14% | 54 |
|
|
2019
Q2 | $263K | Sell |
3,437
-428
| -11% | -$32.8K | 0.15% | 49 |
|
|
2019
Q1 | $312K | Buy |
3,865
+12
| +0.3% | +$969 | 0.18% | 46 |
|
|
2018
Q4 | $263K | Hold |
3,853
| – | – | 0.17% | 46 |
|
|
2018
Q3 | $313K | Sell |
3,853
-1,432
| -27% | -$116K | 0.18% | 45 |
|
|
2018
Q2 | $435K | Buy |
5,285
+1,000
| +23% | +$82.3K | 0.23% | 40 |
|
|
2018
Q1 | $350K | Buy |
4,285
+1,000
| +30% | +$81.7K | 0.2% | 41 |
|
|
2017
Q4 | $275K | Buy |
+3,285
| New | +$275K | 0.15% | 45 |
|