TIAM2
Tru Independence Asset Management 2’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $576K | Buy |
+5,253
| New | +$576K | 0.58% | 36 |
|
|
2022
Q3 | $443K | Sell |
5,071
-42
| -0.8% | -$3.67K | 0.47% | 37 |
|
|
2022
Q2 | $438K | Buy |
5,113
+47
| +0.9% | +$4.03K | 0.36% | 39 |
|
|
2022
Q1 | $418K | Sell |
5,066
-12,413
| -71% | -$1.02M | 0.24% | 53 |
|
|
2021
Q4 | $1.07M | Buy |
17,479
+12,172
| +229% | +$745K | 0.57% | 38 |
|
|
2021
Q3 | $312K | Sell |
5,307
-711
| -12% | -$41.8K | 0.22% | 78 |
|
|
2021
Q2 | $380K | Buy |
6,018
+1,031
| +21% | +$65.1K | 0.26% | 81 |
|
|
2021
Q1 | $278K | Sell |
4,987
-341
| -6% | -$19K | 0.22% | 86 |
|
|
2020
Q4 | $220K | Buy |
+5,328
| New | +$220K | 0.19% | 91 |
|