GWA
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Genesis Wealth Advisors’s Exxon Mobil XOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q2
$730K Buy
8,778
+278
+3% +$23.1K 0.59% 25
2015
Q1
$718K Sell
8,500
-2,052
-19% -$173K 0.6% 24
2014
Q4
$946K Buy
+10,552
New +$946K 0.75% 21