Atria Investments’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,275
| Closed | -$220K | – | 2005 |
|
|
2024
Q3 | $220K | Sell |
12,275
-5,503
| -31% | -$98.7K | ﹤0.01% | 1780 |
|
|
2024
Q2 | $313K | Sell |
17,778
-37,286
| -68% | -$656K | ﹤0.01% | 1561 |
|
|
2024
Q1 | $1.41M | Sell |
55,064
-3,826
| -6% | -$98.2K | 0.02% | 794 |
|
|
2023
Q4 | $1.54M | Sell |
58,890
-1,178
| -2% | -$30.7K | 0.02% | 706 |
|
|
2023
Q3 | $1.38M | Buy |
+60,068
| New | +$1.38M | 0.02% | 709 |
|