Strategic Equity Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,004
Closed -$236K 44
2023
Q3
$236K Buy
2,004
+1
+0% +$118 0.09% 38
2023
Q2
$215K Hold
2,003
0.07% 38
2023
Q1
$220K Buy
+2,003
New +$220K 0.08% 40