Clear Perspectives Financial Planning’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$25.9K Hold
2022
Q4
$26K Sell
2022
Q3
$33K Buy
2022
Q2
$9K Hold
2022
Q1
$9K Hold
2021
Q4
$6K Hold
2021
Q3
$6K Sell
2021
Q2
$95K Hold
2021
Q1
$84K Hold
2020
Q4
$62K Buy