WealthSpring 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
Q3
$661K Buy
5,619
+1,384
+33% +$163K 0.49% 31
2023
Q2
$454K Buy
4,235
+20
+0.5% +$2.15K 0.33% 45
2023
Q1
$462K Buy
4,215
+10
+0.2% +$1.1K 0.36% 44
2022
Q4
$464K Buy
4,205
+10
+0.2% +$1.1K 0.36% 44
2022
Q3
$366K Buy
+4,195
New +$366K 0.32% 51