Accel Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-807
| Closed | -$25.7K | – | 900 |
|
|
2023
Q1 | $25.7K | Sell |
807
-50
| -6% | -$1.6K | 0.01% | 637 |
|
|
2022
Q4 | $28.5K | Sell |
857
-552
| -39% | -$18.4K | 0.01% | 472 |
|
|
2022
Q3 | $41K | Sell |
1,409
-84
| -6% | -$2.44K | 0.02% | 412 |
|
|
2022
Q2 | $43K | Sell |
1,493
-168
| -10% | -$4.84K | 0.02% | 382 |
|
|
2022
Q1 | $69K | Sell |
1,661
-84
| -5% | -$3.49K | 0.04% | 309 |
|
|
2021
Q4 | $80K | Hold |
1,745
| – | – | 0.04% | 297 |
|
|
2021
Q3 | $83K | Sell |
1,745
-1,543
| -47% | -$73.4K | 0.05% | 250 |
|
|
2021
Q2 | $159K | Buy |
3,288
+238
| +8% | +$11.5K | 0.11% | 178 |
|
|
2021
Q1 | $130K | Hold |
3,050
| – | – | 0.11% | 181 |
|
|
2020
Q4 | $126K | Buy |
+3,050
| New | +$126K | 0.12% | 178 |
|