Novak Financial Planning’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$1.17M Sell
18,584
-352
-2% -$22.2K 0.57% 57
2021
Q1
$1.06M Sell
18,936
-200
-1% -$11.2K 0.58% 57
2020
Q4
$789K Buy
+19,136
New +$789K 0.46% 60