Advisory Research’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,707
| Closed | -$518K | – | 416 |
|
|
2021
Q2 | $518K | Sell |
10,707
-338
| -3% | -$16.4K | 0.03% | 262 |
|
|
2021
Q1 | $471K | Sell |
11,045
-194
| -2% | -$8.27K | 0.03% | 268 |
|
|
2020
Q4 | $463K | Sell |
11,239
-4,750
| -30% | -$196K | 0.03% | 264 |
|
|
2020
Q3 | $468K | Sell |
15,989
-3,765
| -19% | -$110K | 0.05% | 241 |
|
|
2020
Q2 | $528K | Sell |
19,754
-4,583
| -19% | -$122K | 0.05% | 237 |
|
|
2020
Q1 | $410K | Buy |
24,337
+2,773
| +13% | +$46.7K | 0.03% | 214 |
|
|
2019
Q4 | $594K | Sell |
21,564
-5,870
| -21% | -$162K | 0.03% | 227 |
|
|
2019
Q3 | $679K | Buy |
+27,434
| New | +$679K | 0.03% | 224 |
|
|
2018
Q4 | – | Sell |
-19,002
| Closed | -$750K | – | 403 |
|
|
2018
Q3 | $750K | Sell |
19,002
-2,923
| -13% | -$115K | 0.01% | 276 |
|
|
2018
Q2 | $760K | Buy |
21,925
+4,805
| +28% | +$167K | 0.01% | 281 |
|
|
2018
Q1 | $603K | Sell |
17,120
-66,207
| -79% | -$2.33M | 0.01% | 296 |
|
|
2017
Q4 | $2.64M | Sell |
83,327
-93,236
| -53% | -$2.95M | 0.04% | 190 |
|
|
2017
Q3 | $4.14M | Sell |
176,563
-16,368
| -8% | -$384K | 0.07% | 159 |
|
|
2017
Q2 | $4.31M | Sell |
192,931
-108,772
| -36% | -$2.43M | 0.07% | 163 |
|
|
2017
Q1 | $5M | Buy |
301,703
+12,925
| +4% | +$214K | 0.07% | 170 |
|
|
2016
Q4 | $4.31M | Buy |
+288,778
| New | +$4.31M | 0.06% | 141 |
|