AmeriServ Wealth Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-304
| Closed | -$9K | – | 142 |
|
2015
Q2 | $9K | Buy |
+304
| New | +$9K | 0.01% | 130 |
|
2014
Q2 | – | Sell |
-5,799
| Closed | -$173K | – | 136 |
|
2014
Q1 | $173K | Sell |
5,799
-5,383
| -48% | -$161K | 0.17% | 125 |
|
2013
Q4 | $359K | Sell |
11,182
-2,163
| -16% | -$69.4K | 0.21% | 121 |
|
2013
Q3 | $362K | Sell |
13,345
-4,365
| -25% | -$118K | 0.23% | 121 |
|
2013
Q2 | $423K | Buy |
+17,710
| New | +$423K | 0.27% | 101 |
|