SPA
Shore Point Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969K | Sell |
8,988
-300
| -3% | -$32.3K | 0.47% | 31 |
|
|
2025
Q1 | $1.1M | Buy |
9,288
+6,292
| +210% | +$748K | 0.58% | 28 |
|
|
2024
Q4 | $322K | Hold |
2,996
| – | – | 0.17% | 52 |
|
|
2024
Q3 | $351K | Sell |
2,996
-43
| -1% | -$5.04K | 0.19% | 47 |
|
|
2024
Q2 | $350K | Buy |
3,039
+880
| +41% | +$101K | 0.2% | 45 |
|
|
2024
Q1 | $251K | Hold |
2,159
| – | – | 0.14% | 52 |
|
|
2023
Q4 | $216K | Buy |
+2,159
| New | +$216K | 0.13% | 53 |
|
|
2022
Q1 | – | Sell |
-79
| Closed | -$5K | – | 197 |
|
|
2021
Q4 | $5K | Buy |
+79
| New | +$5K | ﹤0.01% | 152 |
|