SIA
Sage Investment Advisers’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,913
| Closed | -$343K | – | 70 |
|
|
2023
Q3 | $343K | Sell |
2,913
-91
| -3% | -$10.7K | 0.47% | 43 |
|
|
2023
Q2 | $322K | Buy |
+3,004
| New | +$322K | 0.43% | 44 |
|
|
2022
Q1 | – | Sell |
-6,162
| Closed | -$377K | – | 75 |
|
|
2021
Q4 | $377K | Buy |
+6,162
| New | +$377K | 0.49% | 48 |
|