PWS
Private Wealth Strategies’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $264K | Buy |
2,296
+22
| +1% | +$2.53K | 0.05% | 67 |
|
|
2024
Q1 | $264K | Sell |
2,274
-212
| -9% | -$24.6K | 0.06% | 57 |
|
|
2023
Q4 | $249K | Buy |
2,486
+422
| +20% | +$42.2K | 0.06% | 64 |
|
|
2023
Q3 | $243K | Hold |
2,064
| – | – | 0.06% | 60 |
|
|
2023
Q2 | $221K | Sell |
2,064
-1,192
| -37% | -$128K | 0.05% | 66 |
|
|
2023
Q1 | $357K | Buy |
3,256
+12
| +0.4% | +$1.32K | 0.09% | 57 |
|
|
2022
Q4 | $358K | Buy |
3,244
+12
| +0.4% | +$1.32K | 0.1% | 58 |
|
|
2022
Q3 | $282K | Buy |
3,232
+12
| +0.4% | +$1.05K | 0.08% | 61 |
|
|
2022
Q2 | $276K | Buy |
+3,220
| New | +$276K | 0.08% | 64 |
|
|
2020
Q3 | – | Sell |
-4,552
| Closed | -$204K | – | 74 |
|
|
2020
Q2 | $204K | Buy |
+4,552
| New | +$204K | 0.09% | 61 |
|
|
2020
Q1 | – | Sell |
-3,470
| Closed | -$242K | – | 75 |
|
|
2019
Q4 | $242K | Buy |
+3,470
| New | +$242K | 0.1% | 65 |
|