KFS
KMS Financial Services’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $5.79M | Buy |
61,522
+1,313
| +2% | +$124K | 0.81% | 18 |
|
|
2014
Q2 | $6.06M | Sell |
60,209
-3,930
| -6% | -$396K | 0.87% | 18 |
|
|
2014
Q1 | $6.27M | Buy |
64,139
+5,091
| +9% | +$497K | 0.99% | 15 |
|
|
2013
Q4 | $5.98M | Buy |
59,048
+7,952
| +16% | +$805K | 1.01% | 15 |
|
|
2013
Q3 | $4.4M | Buy |
51,096
+11,082
| +28% | +$953K | 1.07% | 12 |
|
|
2013
Q2 | $3.62M | Buy |
+40,014
| New | +$3.62M | 1.01% | 11 |
|