Guardian Financial Partners’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,344
Closed -$286K 39
2022
Q2
$286K Sell
3,344
-1,964
-37% -$168K 0.32% 30
2022
Q1
$452K Buy
5,308
+2,015
+61% +$172K 0.47% 23
2021
Q4
$202K Buy
+3,293
New +$202K 0.19% 37