Hefty Wealth Partners’s Exxon Mobil XOM Stock Holding History

Hefty Wealth Partners’s Portfolio XOM Stock Details XOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$774K	Buy
2017 Q4	$20K	Hold
2017 Q3	$20K	Sell
2017 Q2	$691K	Buy
2017 Q1	$23K	Buy
2016 Q4	$22K	Hold
2016 Q3	$21K	Hold
2016 Q2	$22K	Hold
2016 Q1	$20K	Buy