UCIG
Ulrich Consultants & Investment Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $349K | Hold |
3,250
| – | – | 0.84% | 16 |
|
|
2023
Q1 | $356K | Hold |
3,250
| – | – | 0.74% | 15 |
|
|
2022
Q4 | $358K | Hold |
3,250
| – | – | 0.8% | 15 |
|
|
2022
Q3 | $284K | Sell |
3,250
-23
| -0.7% | -$2.01K | 0.22% | 47 |
|
|
2022
Q2 | $280K | Buy |
+3,273
| New | +$280K | 0.15% | 67 |
|