SPWG
Sage Private Wealth Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-522
| Closed | -$46K | – | 187 |
|
|
2022
Q3 | $46K | Buy |
522
+4
| +0.8% | +$352 | 0.06% | 85 |
|
|
2022
Q2 | $44K | Buy |
518
+5
| +1% | +$425 | 0.06% | 86 |
|
|
2022
Q1 | $42K | Buy |
513
+5
| +1% | +$409 | 0.04% | 93 |
|
|
2021
Q4 | $31K | Buy |
508
+7
| +1% | +$427 | 0.04% | 100 |
|
|
2021
Q3 | $29K | Buy |
501
+8
| +2% | +$463 | 0.04% | 103 |
|
|
2021
Q2 | $31K | Buy |
493
+6
| +1% | +$377 | 0.04% | 100 |
|
|
2021
Q1 | $27K | Buy |
487
+7
| +1% | +$388 | 0.05% | 108 |
|
|
2020
Q4 | $20K | Buy |
+480
| New | +$20K | 0.06% | 105 |
|