Avantax Planning Partners’s Xilio Therapeutics XLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$96.8K	Sell	142,338 -8,061	-5%	-$5.48K	﹤0.01%	440
2025 Q1	$109K	Buy	+150,399	New	+$109K	﹤0.01%	423
2024 Q4	–	Sell	-20,483	Closed	-$16.1K	–	455
2024 Q3	$16.1K	Sell	20,483 -4,517	-18%	-$3.56K	﹤0.01%	443
2024 Q2	$23.7K	Buy	+25,000	New	+$23.7K	﹤0.01%	468