KIA
Kopp Investment Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,300
| Closed | -$430K | – | 63 |
|
|
2018
Q4 | $430K | Sell |
6,300
-17
| -0.3% | -$1.16K | 0.42% | 46 |
|
|
2018
Q3 | $537K | Buy |
6,317
+152
| +2% | +$12.9K | 0.45% | 45 |
|
|
2018
Q2 | $510K | Sell |
6,165
-9
| -0.1% | -$745 | 0.48% | 48 |
|
|
2018
Q1 | $461K | Sell |
6,174
-93
| -1% | -$6.94K | 0.47% | 53 |
|
|
2017
Q4 | $524K | Sell |
6,267
-156
| -2% | -$13K | 0.52% | 50 |
|
|
2017
Q3 | $527K | Sell |
6,423
-196
| -3% | -$16.1K | 0.48% | 48 |
|
|
2017
Q2 | $534K | Buy |
6,619
+15
| +0.2% | +$1.21K | 0.48% | 48 |
|
|
2017
Q1 | $542K | Sell |
6,604
-216
| -3% | -$17.7K | 0.53% | 49 |
|
|
2016
Q4 | $616K | Sell |
6,820
-454
| -6% | -$41K | 0.65% | 50 |
|
|
2016
Q3 | $635K | Sell |
7,274
-1,343
| -16% | -$117K | 0.63% | 47 |
|
|
2016
Q2 | $808K | Sell |
8,617
-178
| -2% | -$16.7K | 0.43% | 47 |
|
|
2016
Q1 | $735K | Sell |
8,795
-135
| -2% | -$11.3K | 0.4% | 48 |
|
|
2015
Q4 | $696K | Buy |
8,930
+425
| +5% | +$33.1K | 0.34% | 47 |
|
|
2015
Q3 | $632K | Buy |
8,505
+35
| +0.4% | +$2.6K | 0.34% | 52 |
|
|
2015
Q2 | $705K | Buy |
8,470
+90
| +1% | +$7.49K | 0.31% | 52 |
|
|
2015
Q1 | $712K | Sell |
8,380
-38
| -0.5% | -$3.23K | 0.32% | 52 |
|
|
2014
Q4 | $778K | Sell |
8,418
-289
| -3% | -$26.7K | 0.37% | 52 |
|
|
2014
Q3 | $819K | Sell |
8,707
-202
| -2% | -$19K | 0.41% | 53 |
|
|
2014
Q2 | $897K | Sell |
8,909
-79
| -0.9% | -$7.95K | 0.41% | 53 |
|
|
2014
Q1 | $878K | Buy |
8,988
+5
| +0.1% | +$488 | 0.37% | 53 |
|
|
2013
Q4 | $909K | Sell |
8,983
-463
| -5% | -$46.9K | 0.41% | 44 |
|
|
2013
Q3 | $813K | Sell |
9,446
-173
| -2% | -$14.9K | 0.3% | 69 |
|
|
2013
Q2 | $869K | Buy |
+9,619
| New | +$869K | 0.34% | 58 |
|