Avalon Investment & Advisory’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-134,959
| Closed | -$5.33M | – | 363 |
|
|
2018
Q3 | $5.33M | Sell |
134,959
-61,896
| -31% | -$2.44M | 0.15% | 159 |
|
|
2018
Q2 | $6.82M | Buy |
196,855
+17,470
| +10% | +$605K | 0.2% | 141 |
|
|
2018
Q1 | $6.32M | Buy |
179,385
+17,030
| +10% | +$600K | 0.2% | 143 |
|
|
2017
Q4 | $5.14M | Buy |
162,355
+5,448
| +3% | +$173K | 0.16% | 145 |
|
|
2017
Q3 | $3.68M | Sell |
156,907
-1,215
| -0.8% | -$28.5K | 0.12% | 151 |
|
|
2017
Q2 | $3.53M | Buy |
158,122
+35,108
| +29% | +$785K | 0.12% | 151 |
|
|
2017
Q1 | $2.04M | Buy |
123,014
+47,288
| +62% | +$783K | 0.07% | 184 |
|
|
2016
Q4 | $1.13M | Buy |
+75,726
| New | +$1.13M | 0.04% | 222 |
|