IWM
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Iams Wealth Management’s Exxon Mobil XOM Stock Holding History

Iams Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,141
Closed -$251K – 178
2024
Q3 		$251K Sell
2,141
-1,804
-46% -$211K 0.12% 135
2024
Q2 		$454K Buy
+3,945
New +$454K 0.25% 100