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Crestone Asset Management’s Exxon Mobil XOM Stock Holding History

Crestone Asset Management’s Portfolio XOM Stock Details XOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,277
Closed -$265K – 101
2024
Q1 		$265K Sell
2,277
-286
-11% -$33.2K 0.05% 81
2023
Q4 		$256K Sell
2,563
-385
-13% -$38.5K 0.06% 84
2023
Q3 		$347K Buy
+2,948
New +$347K 0.08% 68