KSA
Ken Stern & Associates’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $476K | Buy |
5,603
+10
| +0.2% | +$850 | 0.21% | 62 |
|
|
2018
Q2 | $463K | Sell |
5,593
-411
| -7% | -$34K | 0.21% | 57 |
|
|
2018
Q1 | $448K | Sell |
6,004
-63
| -1% | -$4.7K | 0.2% | 62 |
|
|
2017
Q4 | $507K | Sell |
6,067
-243
| -4% | -$20.3K | 0.22% | 60 |
|
|
2017
Q3 | $520K | Sell |
6,310
-71
| -1% | -$5.85K | 0.23% | 51 |
|
|
2017
Q2 | $520K | Buy |
6,381
+10
| +0.2% | +$815 | 0.24% | 51 |
|
|
2017
Q1 | $520K | Sell |
6,371
-25
| -0.4% | -$2.04K | 0.24% | 47 |
|
|
2016
Q4 | $577K | Buy |
6,396
+642
| +11% | +$57.9K | 0.3% | 35 |
|
|
2016
Q3 | $502K | Buy |
5,754
+9
| +0.2% | +$785 | 0.35% | 39 |
|
|
2016
Q2 | $539K | Buy |
5,745
+341
| +6% | +$32K | 0.42% | 35 |
|
|
2016
Q1 | $452K | Buy |
5,404
+771
| +17% | +$64.5K | 0.31% | 42 |
|
|
2015
Q4 | $361K | Sell |
4,633
-89
| -2% | -$6.94K | 0.24% | 59 |
|
|
2015
Q3 | $351K | Buy |
4,722
+576
| +14% | +$42.8K | 0.27% | 46 |
|
|
2015
Q2 | $324K | Buy |
4,146
+614
| +17% | +$48K | 0.23% | 45 |
|
|
2015
Q1 | $300K | Buy |
3,532
+741
| +27% | +$62.9K | 0.23% | 50 |
|
|
2014
Q4 | $258K | Buy |
+2,791
| New | +$258K | 0.2% | 62 |
|