Bernicke Wealth Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$299K Buy
6,675
+566
+9% +$25.4K 0.22% 47
2020
Q1
$232K Buy
+6,109
New +$232K 0.14% 44
2015
Q1
Sell
-12,180
Closed -$1.13M 51
2014
Q4
$1.13M Buy
+12,180
New +$1.13M 1.11% 30