Transparent Wealth Partners’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
$1.18M Buy
10,765
+7,304
+211% +$801K 0.86% 14
2022
Q4
$382K Buy
3,461
+33
+1% +$3.64K 0.3% 23
2022
Q3
$299K Buy
3,428
+32
+0.9% +$2.79K 0.25% 23
2022
Q2
$291K Buy
+3,396
New +$291K 0.26% 24