TWA
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Trellis Wealth Advisors’s Exxon Mobil XOM Stock Holding History

Trellis Wealth Advisors’s Portfolio XOM Stock Details XOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,022
Closed -$238K – 38
2023
Q3 		$238K Buy
+2,022
New +$238K 0.15% 31