Milestone Investment Advisors’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,435	Closed	-$639K	–	440
2023 Q3	$639K	Buy	+5,435	New	+$639K	0.18%	55
2023 Q2	–	Sell	-5,431	Closed	-$596K	–	436
2023 Q1	$596K	Buy	+5,431	New	+$596K	0.18%	48