Avitas Wealth Management’s XPeng XPEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-7,788
Closed -$215K 234
2022
Q1
$215K Sell
7,788
-9,492
-55% -$262K 0.04% 187
2021
Q4
$870K Buy
17,280
+687
+4% +$34.6K 0.15% 136
2021
Q3
$590K Buy
+16,593
New +$590K 0.11% 159