Heartwood Wealth Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$53K Hold
606
0.09% 12
2016
Q2
$57K Hold
606
0.08% 13
2016
Q1
$51K Hold
606
0.07% 12
2015
Q4
$47K Buy
+606
New +$47K 0.05% 12