Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-136
Closed -$2K 711
2020
Q1
$2K Buy
+136
New +$3.63K ﹤0.01% 570
2018
Q4
Sell
-723
Closed -$28K 855
2018
Q3
$28K Sell
723
-309
-30% -$11.2K ﹤0.01% 484
2018
Q2
$35 Buy
1,032
+960
+1,333% +$34.8K ﹤0.01% 537
2018
Q1
$2K Sell
72
-564
-89% -$18.8K ﹤0.01% 621
2017
Q4
$20K Buy
636
+208
+49% +$5.32K ﹤0.01% 487
2017
Q3
$10K Hold
428
﹤0.01% 579
2017
Q2
$10K Sell
428
-110
-20% -$2.06K ﹤0.01% 554
2017
Q1
$9K Sell
538
-98
-15% -$1.6K ﹤0.01% 654
2016
Q4
$10K Buy
+636
New +$8.86K ﹤0.01% 642

Other funds holding XPO