Triad Financial Advisors’s Exxon Mobil XOM Stock Holding History

Triad Financial Advisors’s Portfolio XOM Stock Details XOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.48M	Buy
2023 Q2	$1.29M	Sell
2023 Q1	$1.34M	Sell
2022 Q4	$2.11M	Sell
2022 Q3	$1.75M	Sell
2022 Q2	$1.79M	Buy
2022 Q1	$1.7M	Sell
2021 Q4	$1.33M	Buy