Bell Investment Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39K | Hold |
69
| – | – | ﹤0.01% | 1483 |
|
|
2025
Q1 | $949 | Hold |
69
| – | – | ﹤0.01% | 1563 |
|
|
2024
Q4 | $818 | Hold |
69
| – | – | ﹤0.01% | 1639 |
|
|
2024
Q3 | $1.24K | Hold |
69
| – | – | ﹤0.01% | 1530 |
|
|
2024
Q2 | $1.21K | Sell |
69
-24
| -26% | -$422 | ﹤0.01% | 1548 |
|
|
2024
Q1 | $2.39K | Hold |
93
| – | – | ﹤0.01% | 1276 |
|
|
2023
Q4 | $2.43K | Buy |
93
+33
| +55% | +$860 | ﹤0.01% | 1244 |
|
|
2023
Q3 | $1.38K | Buy |
60
+3
| +5% | +$69 | ﹤0.01% | 1449 |
|
|
2023
Q2 | $1.34K | Buy |
+57
| New | +$1.34K | ﹤0.01% | 1482 |
|
|
2023
Q1 | – | Sell |
-29
| Closed | -$445 | – | 1990 |
|
|
2022
Q4 | $445 | Buy |
29
+4
| +16% | +$61 | ﹤0.01% | 1887 |
|
|
2022
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 1988 |
|
|
2021
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1667 |
|