BerganKDV Wealth Management’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$58 | – | 1124 |
|
|
2022
Q4 | $58 | Buy |
+4
| New | +$58 | ﹤0.01% | 1025 |
|
|
2021
Q4 | – | Sell |
-17
| Closed | – | – | 1135 |
|
|
2021
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 1103 |
|
|
2021
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 995 |
|
|
2020
Q4 | $0 | Buy |
+17
| New | – | ﹤0.01% | 1023 |
|