Soundmark 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
2024
Q2
Sell
-1,814
Closed -$211K 69
2024
Q1
$211K Buy
+1,814
New +$211K 0.09% 66