BKA
Brick & Kyle Associates’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,664
| Closed | -$251K | – | 72 |
|
|
2019
Q3 | $251K | Hold |
3,664
| – | – | 0.21% | 59 |
|
|
2019
Q2 | $278K | Sell |
3,664
-253
| -6% | -$19.2K | 0.26% | 57 |
|
|
2019
Q1 | $316K | Hold |
3,917
| – | – | 0.32% | 50 |
|
|
2018
Q4 | $267K | Buy |
+3,917
| New | +$267K | 0.26% | 72 |
|
|
2018
Q2 | $1.35M | Sell |
16,289
-650
| -4% | -$53.8K | 1.05% | 34 |
|
|
2018
Q1 | $1.26M | Buy |
16,939
+349
| +2% | +$26K | 1.02% | 33 |
|
|
2017
Q4 | $1.39M | Sell |
16,590
-673
| -4% | -$56.3K | 1.13% | 30 |
|
|
2017
Q3 | $1.42M | Sell |
17,263
-250
| -1% | -$20.5K | 1.14% | 32 |
|
|
2017
Q2 | $1.41M | Sell |
17,513
-3,783
| -18% | -$305K | 1.21% | 30 |
|
|
2017
Q1 | $1.75M | Sell |
21,296
-250
| -1% | -$20.5K | 1.35% | 28 |
|
|
2016
Q4 | $1.95M | Sell |
21,546
-300
| -1% | -$27.1K | 1.56% | 24 |
|
|
2016
Q3 | $1.91M | Sell |
21,846
-275
| -1% | -$24K | 1.53% | 24 |
|
|
2016
Q2 | $2.07M | Sell |
22,121
-28
| -0.1% | -$2.63K | 1.7% | 21 |
|
|
2016
Q1 | $1.85M | Sell |
22,149
-250
| -1% | -$20.9K | 1.61% | 23 |
|
|
2015
Q4 | $1.75M | Sell |
22,399
-1,250
| -5% | -$97.4K | 1.54% | 25 |
|
|
2015
Q3 | $1.76M | Buy |
23,649
+375
| +2% | +$27.9K | 1.65% | 21 |
|
|
2015
Q2 | $1.94M | Sell |
23,274
-400
| -2% | -$33.3K | 1.62% | 20 |
|
|
2015
Q1 | $2.01M | Sell |
23,674
-1,025
| -4% | -$87.1K | 1.72% | 18 |
|
|
2014
Q4 | $2.28M | Buy |
+24,699
| New | +$2.28M | 1.97% | 14 |
|