Cardinal Point Wealth Management Partners’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$265K Hold
2,416
0.08% 68
2022
Q4
$266K Buy
+2,416
New +$266K 0.09% 60