Wealthstreet Investment Advisors’s ExxonMobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-46,100	Closed	-$2.57M	–	334
2021 Q1	$2.57M	Sell	46,100 -370	-0.8%	-$19.4K	0.25%	95
2020 Q4	$1.92M	Sell	46,470 -8,229	-15%	-$309K	0.19%	116
2020 Q3	$1.88M	Sell	54,699 -1,400	-2%	-$57.2K	0.21%	104
2020 Q2	$2.51M	Buy	56,099 +562	+1%	+$25.2K	0.31%	73
2020 Q1	$2.11M	Sell	55,537 -689	-1%	-$38K	0.31%	79
2019 Q4	$3.92M	Sell	56,226 -505	-0.9%	-$34.9K	0.46%	58
2019 Q3	$3.88M	Sell	56,731 -291	-0.5%	-$21K	0.5%	54
2019 Q2	$4.37M	Sell	57,022 -2,127	-4%	-$165K	0.57%	48
2019 Q1	$4.78M	Sell	59,149 -2,080	-3%	-$159K	0.63%	44
2018 Q4	$4.36M	Sell	61,229 -3,408	-5%	-$267K	0.61%	45
2018 Q3	$5.5M	Sell	64,637 -44	-0.1%	-$3.6K	0.68%	42
2018 Q2	$5.35M	Buy	64,681 +1,062	+2%	+$84.6K	0.71%	36
2018 Q1	$4.75M	Sell	63,619 -226	-0.4%	-$18.1K	0.6%	41
2017 Q4	$5.34M	Buy	+63,845	New	+$5.28M	0.65%	35