Surience Private Wealth’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-29,305	Closed	-$3.23M	–	27
2022 Q4	$3.23M	Sell	29,305 -8,575	-23%	-$946K	4.29%	9
2022 Q3	$3.31M	Buy	+37,880	New	+$3.31M	8.5%	6