BWP
Baldwin Wealth Partners’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-31
| Closed | -$1K | – | 507 |
|
|
2017
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 471 |
|
|
2016
Q3 | – | Sell |
-1,020
| Closed | -$10K | – | 571 |
|
|
2016
Q2 | $10K | Buy |
+1,020
| New | +$10K | ﹤0.01% | 398 |
|
|
2015
Q2 | – | Sell |
-96,455
| Closed | -$1.24M | – | 260 |
|
|
2015
Q1 | $1.24M | Buy |
96,455
+307
| +0.3% | +$3.94K | 0.18% | 113 |
|
|
2014
Q4 | $1.33M | Buy |
96,148
+5,911
| +7% | +$82K | 0.19% | 113 |
|
|
2014
Q3 | $1.19M | Buy |
90,237
+10,469
| +13% | +$139K | 0.17% | 121 |
|
|
2014
Q2 | $992K | Buy |
79,768
+605
| +0.8% | +$7.52K | 0.15% | 136 |
|
|
2014
Q1 | $895K | Sell |
79,163
-222
| -0.3% | -$2.51K | 0.14% | 134 |
|
|
2013
Q4 | $966K | Buy |
+79,385
| New | +$966K | 0.16% | 132 |
|