Southern 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
2020
Q3
Sell
-4,668
Closed -$209K 59
2020
Q2
$209K Buy
+4,668
New +$209K 0.04% 57
2020
Q1
Sell
-4,620
Closed -$322K 60
2019
Q4
$322K Buy
+4,620
New +$322K 0.06% 51