AWS
XHG
AJ Wealth Strategies’s XChange TEC XHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.27K | Sell |
17,758
-12,714
| -42% | -$3.78K | ﹤0.01% | 296 |
|
|
2023
Q1 | $22.3K | Buy |
+30,472
| New | +$22.3K | ﹤0.01% | 284 |
|
|
2022
Q2 | – | Sell |
-30,472
| Closed | -$45K | – | 350 |
|
|
2022
Q1 | $45K | Sell |
30,472
-121,888
| -80% | -$180K | ﹤0.01% | 319 |
|
|
2021
Q4 | $85K | Sell |
152,360
-36,710
| -19% | -$20.5K | ﹤0.01% | 300 |
|
|
2021
Q3 | $127K | Buy |
189,070
+14,000
| +8% | +$9.4K | 0.01% | 281 |
|
|
2021
Q2 | $247K | Buy |
175,070
+60,000
| +52% | +$84.7K | 0.01% | 243 |
|
|
2021
Q1 | $299K | Buy |
115,070
+55,710
| +94% | +$145K | 0.02% | 211 |
|
|
2020
Q4 | $160K | Buy |
+59,360
| New | +$160K | 0.01% | 227 |
|