SWMG
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Sanchez Wealth Management Group’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,560
Closed -$275K 36
2023
Q2
$275K Hold
2,560
0.11% 33
2023
Q1
$281K Hold
2,560
0.12% 30
2022
Q4
$282K Hold
2,560
0.14% 30
2022
Q3
$224K Buy
+2,560
New +$224K 0.12% 29