Atlas Capital Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,609
| Closed | -$41.3K | – | 970 |
|
|
2024
Q1 | $41.3K | Sell |
1,609
-5,408
| -77% | -$139K | 0.01% | 596 |
|
|
2023
Q4 | $183K | Sell |
7,017
-8,423
| -55% | -$220K | 0.03% | 385 |
|
|
2023
Q3 | $356K | Buy |
15,440
+13,831
| +860% | +$319K | 0.06% | 252 |
|
|
2023
Q2 | $37.7K | Buy |
+1,609
| New | +$37.7K | 0.01% | 602 |
|