SWM
SVA Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $712K | Sell |
17,264
-11,370
| -40% | -$469K | 0.06% | 141 |
|
|
2020
Q3 | $983K | Sell |
28,634
-2,527
| -8% | -$86.8K | 0.1% | 118 |
|
|
2020
Q2 | $1.39M | Sell |
31,161
-7,321
| -19% | -$328K | 0.15% | 108 |
|
|
2020
Q1 | $1.46M | Sell |
38,482
-25,064
| -39% | -$952K | 0.17% | 102 |
|
|
2019
Q4 | $4.43M | Sell |
63,546
-5,434
| -8% | -$379K | 0.41% | 55 |
|
|
2019
Q3 | $4.87M | Sell |
68,980
-1,156
| -2% | -$81.6K | 0.48% | 46 |
|
|
2019
Q2 | $5.38M | Sell |
70,136
-5,531
| -7% | -$424K | 0.53% | 42 |
|
|
2019
Q1 | $6.11M | Buy |
75,667
+3,110
| +4% | +$251K | 0.59% | 39 |
|
|
2018
Q4 | $4.95M | Sell |
72,557
-9,996
| -12% | -$682K | 0.56% | 47 |
|
|
2018
Q3 | $7.02M | Buy |
82,553
+196
| +0.2% | +$16.7K | 0.71% | 37 |
|
|
2018
Q2 | $6.81M | Sell |
82,357
-18,010
| -18% | -$1.49M | 0.74% | 38 |
|
|
2018
Q1 | $8.23M | Buy |
100,367
+4,632
| +5% | +$380K | 1.02% | 22 |
|
|
2017
Q4 | $8.01M | Sell |
95,735
-4,632
| -5% | -$387K | 0.94% | 26 |
|
|
2017
Q3 | $8.23M | Sell |
100,367
-5,699
| -5% | -$467K | 1.02% | 22 |
|
|
2017
Q2 | $8.56M | Buy |
106,066
+1,277
| +1% | +$103K | 1.11% | 20 |
|
|
2017
Q1 | $8.59M | Buy |
104,789
+4,129
| +4% | +$339K | 1.17% | 18 |
|
|
2016
Q4 | $9.09M | Buy |
100,660
+6,270
| +7% | +$566K | 1.35% | 13 |
|
|
2016
Q3 | $8.24M | Buy |
94,390
+3,658
| +4% | +$319K | 1.28% | 16 |
|
|
2016
Q2 | $8.51M | Sell |
90,732
-3,456
| -4% | -$324K | 1.37% | 15 |
|
|
2016
Q1 | $7.87M | Buy |
94,188
+12,194
| +15% | +$1.02M | 1.3% | 17 |
|
|
2015
Q4 | $6.39M | Buy |
81,994
+5,168
| +7% | +$403K | 1.11% | 24 |
|
|
2015
Q3 | $5.71M | Buy |
76,826
+4,459
| +6% | +$332K | 1.07% | 25 |
|
|
2015
Q2 | $6.02M | Buy |
72,367
+1,830
| +3% | +$152K | 1.11% | 24 |
|
|
2015
Q1 | $6M | Buy |
70,537
+32,540
| +86% | +$2.77M | 1.09% | 26 |
|
|
2014
Q4 | $3.51M | Buy |
37,997
+8,597
| +29% | +$795K | 1.28% | 20 |
|
|
2014
Q3 | $2.77M | Buy |
29,400
+320
| +1% | +$30.1K | 1.18% | 22 |
|
|
2014
Q2 | $2.93M | Sell |
29,080
-277
| -0.9% | -$27.9K | 1.25% | 21 |
|
|
2014
Q1 | $2.87M | Buy |
29,357
+3,557
| +14% | +$347K | 1.35% | 19 |
|
|
2013
Q4 | $2.61M | Buy |
+25,800
| New | +$2.61M | 1.56% | 16 |
|