MGO Private Wealth’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,953
Closed -$877K 137
2022
Q4
$877K Buy
7,953
+910
+13% +$100K 0.4% 52
2022
Q3
$615K Buy
+7,043
New +$615K 0.29% 61