AMS Capital’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,240,000
| Closed | -$35.6M | – | 35 |
|
|
2021
Q4 | $35.6M | Buy |
+1,240,000
| New | +$35.6M | 7.97% | 4 |
|
|
2021
Q1 | – | Sell |
-557,402
| Closed | -$22.1M | – | 37 |
|
|
2020
Q4 | $22.1M | Buy |
557,402
+199,500
| +56% | +$7.91M | 4.36% | 5 |
|
|
2020
Q3 | $14.9M | Sell |
357,902
-225,098
| -39% | -$9.38M | 3.61% | 5 |
|
|
2020
Q2 | $24.5M | Buy |
583,000
+377,000
| +183% | +$15.8M | 9.77% | 2 |
|
|
2020
Q1 | $3.97M | Buy |
+206,000
| New | +$3.97M | 2.44% | 19 |
|