GIA
Gargoyle Investment Advisor’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,065
| Closed | -$550K | – | 135 |
|
|
2018
Q4 | $550K | Sell |
8,065
-20,627
| -72% | -$1.41M | 0.5% | 82 |
|
|
2018
Q3 | $2.44M | Hold |
28,692
| – | – | 1.75% | 13 |
|
|
2018
Q2 | $2.37M | Hold |
28,692
| – | – | 1.32% | 26 |
|
|
2018
Q1 | $2.14M | Buy |
28,692
+15,000
| +110% | +$1.12M | 0.88% | 46 |
|
|
2017
Q4 | $1.15M | Sell |
13,692
-15,297
| -53% | -$1.28M | 0.46% | 70 |
|
|
2017
Q3 | $2.38M | Hold |
28,989
| – | – | 0.87% | 49 |
|
|
2017
Q2 | $2.34M | Hold |
28,989
| – | – | 0.93% | 48 |
|
|
2017
Q1 | $2.38M | Buy |
+28,989
| New | +$2.38M | 0.92% | 47 |
|
|
2016
Q2 | – | Sell |
-24,259
| Closed | -$2.03M | – | 219 |
|
|
2016
Q1 | $2.03M | Hold |
24,259
| – | – | 0.68% | 74 |
|
|
2015
Q4 | $1.89M | Hold |
24,259
| – | – | 0.77% | 63 |
|
|
2015
Q3 | $1.8M | Hold |
24,259
| – | – | 0.74% | 61 |
|
|
2015
Q2 | $2.02M | Buy |
+24,259
| New | +$2.02M | 0.77% | 56 |
|