Milestone Wealth’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	$529K	Hold	6,064	–	–	0.59%	26
2022 Q2	$519K	Buy	6,064 +737	+14%	+$63.1K	0.55%	25
2022 Q1	$326K	Hold	5,327	–	–	0.27%	43
2021 Q4	$326K	Buy	+5,327	New	+$326K	0.26%	43