Ken Stern & Associates’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $476K | Buy |
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|
2018
Q2 | $463K | Sell |
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|
2018
Q1 | $448K | Sell |
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|
2017
Q4 | $507K | Sell |
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|
2017
Q3 | $520K | Sell |
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|
2017
Q2 | $520K | Buy |
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|
2017
Q1 | $520K | Sell |
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|
2016
Q4 | $577K | Buy |
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|
2016
Q3 | $502K | Buy |
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|
2016
Q2 | $539K | Buy |
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|
2016
Q1 | $452K | Buy |
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|
2015
Q4 | $361K | Sell |
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|
2015
Q3 | $351K | Buy |
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|
2015
Q2 | $324K | Buy |
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|
2015
Q1 | $300K | Buy |
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|
2014
Q4 | $258K | Buy |
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