Kiely Wealth Advisory Group’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$103K Buy
926
+2
+0.2% +$222 0.07% 86
2024
Q3
$111K Buy
924
+2
+0.2% +$241 0.07% 85
2024
Q2
$108K Buy
922
+102
+12% +$12K 0.06% 72
2024
Q1
$98.3K Buy
820
+2
+0.2% +$240 0.06% 73
2023
Q4
$83.5K Buy
+818
New +$83.5K 0.05% 76