Gary Goldberg Planning Services’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$1.01M Sell
2014
Q3
$1.07M Buy
2014
Q2
$979K Buy
2014
Q1
$887K Buy
2013
Q4
$833K Sell
2013
Q3
$740K Buy
2013
Q2
$777K Buy