Independent Family Office’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
-4,616
Closed -$291K 60
2021
Q2
$291K Hold
4,616
0.11% 45
2021
Q1
$258K Buy
+4,616
New +$258K 0.1% 55
2020
Q3
Sell
-4,620
Closed -$207K 63
2020
Q2
$207K Buy
+4,620
New +$207K 0.11% 59