Cynosure Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-7,783
Closed -$644K 197
2018
Q2
$644K Sell
7,783
-211
-3% -$17.5K 0.18% 70
2018
Q1
$597K Sell
7,994
-8,443
-51% -$631K 0.15% 78
2017
Q4
$1.38M Buy
+16,437
New +$1.38M 0.32% 28