Planning Solutions Group’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$970K Buy
12,652
+103
+0.8% +$7.9K 0.5% 36
2019
Q1
$1.01M Buy
12,549
+275
+2% +$22.2K 0.54% 37
2018
Q4
$837K Buy
+12,274
New +$837K 0.51% 39