Goodwin Investment Advisory’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,900
Closed -$226K 34
2025
Q1
$226K Buy
+1,900
New +$226K 0.35% 23
2022
Q2
Sell
-70
Closed -$6K 236
2022
Q1
$6K Hold
70
﹤0.01% 166
2021
Q4
$4K Buy
+70
New +$4K ﹤0.01% 156