Cornerstone Retirement Group’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$255K Buy
2,171
+18
+0.8% +$2.12K 0.07% 28
2023
Q2
$231K Buy
2,153
+49
+2% +$5.26K 0.06% 25
2023
Q1
$231K Buy
+2,104
New +$231K 0.07% 20