Milestone Advisory Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $249K | Hold |
2,120
| – | – | 0.21% | 59 |
|
|
2023
Q2 | $227K | Hold |
2,120
| – | – | 0.21% | 62 |
|
|
2023
Q1 | $232K | Hold |
2,120
| – | – | 0.21% | 62 |
|
|
2022
Q4 | $234K | Buy |
+2,120
| New | +$234K | 0.17% | 65 |
|
|
2019
Q3 | – | Sell |
-2,750
| Closed | -$211K | – | 59 |
|
|
2019
Q2 | $211K | Hold |
2,750
| – | – | 0.13% | 54 |
|
|
2019
Q1 | $222K | Buy |
+2,750
| New | +$222K | 0.14% | 48 |
|