WFWM
Wechter Feldman Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $224K | Buy |
+3,544
| New | +$224K | 0.16% | 23 |
|
|
2020
Q3 | – | Sell |
-4,964
| Closed | -$222K | – | 25 |
|
|
2020
Q2 | $222K | Buy |
+4,964
| New | +$222K | 0.2% | 24 |
|
|
2020
Q1 | – | Sell |
-5,812
| Closed | -$406K | – | 29 |
|
|
2019
Q4 | $406K | Sell |
5,812
-1,158
| -17% | -$80.9K | 0.27% | 23 |
|
|
2019
Q3 | $492K | Sell |
6,970
-447
| -6% | -$31.6K | 0.31% | 23 |
|
|
2019
Q2 | $568K | Sell |
7,417
-788
| -10% | -$60.3K | 0.38% | 23 |
|
|
2019
Q1 | $663K | Hold |
8,205
| – | – | 0.43% | 22 |
|
|
2018
Q4 | $559K | Sell |
8,205
-501
| -6% | -$34.1K | 0.54% | 21 |
|
|
2018
Q3 | $740K | Hold |
8,706
| – | – | 0.45% | 24 |
|
|
2018
Q2 | $720K | Buy |
8,706
+1
| +0% | +$83 | 0.5% | 21 |
|
|
2018
Q1 | $649K | Sell |
8,705
-412
| -5% | -$30.7K | 0.46% | 20 |
|
|
2017
Q4 | $763K | Sell |
9,117
-389
| -4% | -$32.6K | 0.53% | 18 |
|
|
2017
Q3 | $779K | Hold |
9,506
| – | – | 0.6% | 14 |
|
|
2017
Q2 | $767K | Sell |
9,506
-411
| -4% | -$33.2K | 0.61% | 13 |
|
|
2017
Q1 | $813K | Buy |
9,917
+823
| +9% | +$67.5K | 0.56% | 17 |
|
|
2016
Q4 | $821K | Buy |
+9,094
| New | +$821K | 0.54% | 20 |
|