Kathleen S. Wright Associates’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
-528
Closed -$45K 195
2022
Q2
$45K Hold
528
0.04% 104
2022
Q1
$44K Buy
+528
New +$44K 0.03% 108