Greystone Financial Group’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,370	Closed	-$465K	–	94
2021 Q2	$465K	Hold	7,370	–	–	0.12%	81
2021 Q1	$447K	Buy	7,370 +1,700	+30%	+$103K	0.11%	80
2020 Q4	$295K	Buy	+5,670	New	+$295K	0.08%	87