NorthLanding Financial 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
Q2
Sell
-4,555
Closed -$499K 64
2023
Q1
$499K Sell
4,555
-129
-3% -$14.1K 0.35% 42
2022
Q4
$517K Sell
4,684
-192
-4% -$21.2K 0.37% 41
2022
Q3
$426K Buy
+4,876
New +$426K 0.34% 42