KA
Kaizen Advisory’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $771K | Buy |
11,313
+1,433
| +15% | +$97.7K | 0.54% | 43 |
|
|
2018
Q3 | $840K | Hold |
9,880
| – | – | 0.44% | 109 |
|
|
2018
Q2 | $817K | Buy |
9,880
+5,799
| +142% | +$480K | 0.42% | 108 |
|
|
2018
Q1 | $304K | Hold |
4,081
| – | – | 0.3% | 29 |
|
|
2017
Q4 | $341K | Buy |
+4,081
| New | +$341K | 0.2% | 106 |
|