TL
TrueWealth LLC’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $472K | Buy |
10,551
+405
| +4% | +$18.1K | 0.2% | 73 |
|
|
2020
Q1 | $385K | Sell |
10,146
-3,489
| -26% | -$132K | 0.19% | 80 |
|
|
2019
Q4 | $951K | Sell |
13,635
-817
| -6% | -$57K | 0.39% | 42 |
|
|
2019
Q3 | $1.02M | Sell |
14,452
-1,048
| -7% | -$74K | 0.44% | 33 |
|
|
2019
Q2 | $1.19M | Buy |
15,500
+187
| +1% | +$14.3K | 0.53% | 30 |
|
|
2019
Q1 | $1.24M | Sell |
15,313
-352
| -2% | -$28.4K | 0.57% | 29 |
|
|
2018
Q4 | $1.07M | Buy |
15,665
+1,346
| +9% | +$91.8K | 0.54% | 28 |
|
|
2018
Q3 | $1.22M | Buy |
14,319
+17
| +0.1% | +$1.45K | 0.56% | 27 |
|
|
2018
Q2 | $1.18M | Buy |
14,302
+313
| +2% | +$25.9K | 0.56% | 27 |
|
|
2018
Q1 | $1.04M | Sell |
13,989
-9,845
| -41% | -$735K | 0.53% | 27 |
|
|
2017
Q4 | $1.99M | Buy |
+23,834
| New | +$1.99M | 0.94% | 15 |
|