New England Guild Wealth Advisors’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,690
Closed -$229K 56
2018
Q3
$229K Sell
2,690
-399
-13% -$34K 0.21% 53
2018
Q2
$256K Buy
3,089
+1
+0% +$83 0.23% 47
2018
Q1
$230K Buy
3,088
+1
+0% +$74 0.22% 47
2017
Q4
$258K Buy
+3,087
New +$258K 0.25% 46