Oak Point Wealth Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$682K Buy
9,364
+4,948
+112% +$360K 0.7% 44
2017
Q4
$369K Buy
+4,416
New +$369K 0.36% 72