B. Riley Wealth Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11,401
| Closed | -$228K | – | 857 |
|
|
2019
Q2 | $228K | Sell |
11,401
-1,179
| -9% | -$23.6K | 0.03% | 670 |
|
|
2019
Q1 | $234K | Sell |
12,580
-2,212
| -15% | -$41.1K | 0.03% | 595 |
|
|
2018
Q4 | $292K | Buy |
14,792
+2,639
| +22% | +$52.1K | 0.04% | 445 |
|
|
2018
Q3 | $481K | Sell |
12,153
-147
| -1% | -$5.82K | 0.06% | 362 |
|
|
2018
Q2 | $427K | Buy |
12,300
+4,375
| +55% | +$152K | 0.06% | 369 |
|
|
2018
Q1 | $280K | Sell |
7,925
-110
| -1% | -$3.89K | 0.04% | 477 |
|
|
2017
Q4 | $255K | Buy |
+8,035
| New | +$255K | 0.03% | 506 |
|
|
2015
Q1 | – | Sell |
-463
| Closed | -$7 | – | 2012 |
|
|
2014
Q4 | $7 | Buy |
+463
| New | +$7 | ﹤0.01% | 3034 |
|