Mosaic Financial Partners’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$308K Sell
2018
Q1
$296K Buy
2017
Q1
Sell
2016
Q4
$202K Buy
2016
Q3
Sell
2016
Q2
$210K Sell
2016
Q1
$310K Sell
2015
Q4
$300K Sell
2015
Q3
$298K Sell
2015
Q2
$344K Buy
2015
Q1
$334K Hold
2014
Q4
$363K Sell
2014
Q3
$388K Buy
2014
Q2
$354K Buy
2014
Q1
$341K Hold
2013
Q4
$352K Sell
2013
Q3
$325K Buy