Avantax Planning Partners’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,165
| Closed | -$31K | – | 1223 |
|
|
2018
Q3 | $31K | Buy |
+1,165
| New | +$31K | ﹤0.01% | 605 |
|
|
2018
Q2 | – | Sell |
-1,175
| Closed | -$34K | – | 1508 |
|
|
2018
Q1 | $34K | Buy |
+1,175
| New | +$34K | ﹤0.01% | 611 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 349 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 343 |
|