TWM
Tanglewood Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,028
| Closed | -$333K | – | 37 |
|
|
2022
Q1 | $333K | Hold |
4,028
| – | – | 0.05% | 26 |
|
|
2021
Q4 | $246K | Hold |
4,028
| – | – | 0.04% | 24 |
|
|
2021
Q3 | $237K | Hold |
4,028
| – | – | 0.04% | 20 |
|
|
2021
Q2 | $254K | Hold |
4,028
| – | – | 0.05% | 20 |
|
|
2021
Q1 | $225K | Buy |
+4,028
| New | +$225K | 0.04% | 20 |
|
|
2020
Q1 | – | Sell |
-4,273
| Closed | -$298K | – | 25 |
|
|
2019
Q4 | $298K | Hold |
4,273
| – | – | 0.06% | 17 |
|
|
2019
Q3 | $302K | Buy |
+4,273
| New | +$302K | 0.07% | 16 |
|