Dynasty Wealth Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-11,107
Closed -$944K 113
2018
Q3
$944K Buy
11,107
+6,951
+167% +$591K 1.22% 17
2018
Q2
$344K Buy
4,156
+1,334
+47% +$110K 0.71% 36
2018
Q1
$211K Sell
2,822
-509
-15% -$38.1K 0.09% 59
2017
Q4
$279K Buy
+3,331
New +$279K 0.48% 68