KIA
King Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,863
| Closed | -$987K | – | 56 |
|
|
2015
Q2 | $987K | Sell |
11,863
-5,309
| -31% | -$442K | 2.27% | 16 |
|
|
2015
Q1 | $1.46M | Buy |
17,172
+830
| +5% | +$70.6K | 0.7% | 34 |
|
|
2014
Q4 | $1.51M | Hold |
16,342
| – | – | 0.67% | 37 |
|
|
2014
Q3 | $1.54M | Sell |
16,342
-14,000
| -46% | -$1.32M | 0.7% | 36 |
|
|
2014
Q2 | $3.06M | Hold |
30,342
| – | – | 1.3% | 29 |
|
|
2014
Q1 | $2.96M | Sell |
30,342
-115
| -0.4% | -$11.2K | 1.36% | 29 |
|
|
2013
Q4 | $3.08M | Sell |
30,457
-530
| -2% | -$53.6K | 1.41% | 28 |
|
|
2013
Q3 | $2.67M | Hold |
30,987
| – | – | 1.15% | 28 |
|
|
2013
Q2 | $2.8M | Buy |
+30,987
| New | +$2.8M | 1.16% | 29 |
|