Circle Road Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-84,746
Closed -$6.49M 17
2019
Q2
$6.49M Buy
+84,746
New +$6.49M 9.48% 3
2018
Q1
Sell
-158,989
Closed -$13.3M 24
2017
Q4
$13.3M Buy
+158,989
New +$13.3M 10.84% 1