TWM
Torch Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.66M | Sell |
38,100
-2,231
| -6% | -$156K | 1.47% | 19 |
|
|
2019
Q3 | $2.85M | Buy |
40,331
+4,900
| +14% | +$346K | 1.69% | 14 |
|
|
2019
Q2 | $2.72M | Sell |
35,431
-849
| -2% | -$65.1K | 1.63% | 14 |
|
|
2019
Q1 | $2.93M | Buy |
36,280
+419
| +1% | +$33.9K | 1.81% | 10 |
|
|
2018
Q4 | $2.45M | Sell |
35,861
-1,725
| -5% | -$118K | 1.75% | 14 |
|
|
2018
Q3 | $3.2M | Sell |
37,586
-475
| -1% | -$40.4K | 1.92% | 9 |
|
|
2018
Q2 | $3.15M | Buy |
38,061
+248
| +0.7% | +$20.5K | 1.98% | 7 |
|
|
2018
Q1 | $2.82M | Buy |
37,813
+526
| +1% | +$39.2K | 1.83% | 13 |
|
|
2017
Q4 | $3.12M | Sell |
37,287
-488
| -1% | -$40.8K | 1.91% | 9 |
|
|
2017
Q3 | $3.1M | Sell |
37,775
-200
| -0.5% | -$16.4K | 2.03% | 8 |
|
|
2017
Q2 | $3.07M | Sell |
37,975
-375
| -1% | -$30.3K | 2.12% | 9 |
|
|
2017
Q1 | $3.15M | Buy |
38,350
+725
| +2% | +$59.5K | 2.1% | 9 |
|
|
2016
Q4 | $3.4M | Buy |
37,625
+300
| +0.8% | +$27.1K | 2.4% | 6 |
|
|
2016
Q3 | $3.26M | Sell |
37,325
-250
| -0.7% | -$21.8K | 2.37% | 6 |
|
|
2016
Q2 | $3.52M | Buy |
37,575
+200
| +0.5% | +$18.7K | 2.57% | 5 |
|
|
2016
Q1 | $3.12M | Sell |
37,375
-87
| -0.2% | -$7.27K | 2.35% | 8 |
|
|
2015
Q4 | $2.92M | Buy |
37,462
+201
| +0.5% | +$15.7K | 2.13% | 8 |
|
|
2015
Q3 | $2.77M | Buy |
37,261
+224
| +0.6% | +$16.7K | 2.13% | 7 |
|
|
2015
Q2 | $3.08M | Buy |
37,037
+351
| +1% | +$29.2K | 2.13% | 6 |
|
|
2015
Q1 | $3.12M | Sell |
36,686
-551
| -1% | -$46.8K | 2.41% | 6 |
|
|
2014
Q4 | $3.44M | Buy |
37,237
+3,776
| +11% | +$349K | 2.64% | 5 |
|
|
2014
Q3 | $3.15M | Sell |
33,461
-250
| -0.7% | -$23.5K | 2.31% | 7 |
|
|
2014
Q2 | $3.39M | Buy |
33,711
+100
| +0.3% | +$10.1K | 2.3% | 7 |
|
|
2014
Q1 | $3.28M | Sell |
33,611
-49
| -0.1% | -$4.79K | 2.38% | 6 |
|
|
2013
Q4 | $3.41M | Buy |
+33,660
| New | +$3.41M | 2.6% | 6 |
|