Berman Capital Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $74K | Sell |
1,565
-927
| -37% | -$43.8K | 0.01% | 535 |
|
|
2021
Q2 | $120K | Buy |
2,492
+465
| +23% | +$22.4K | 0.02% | 331 |
|
|
2021
Q1 | $86K | Hold |
2,027
| – | – | 0.02% | 341 |
|
|
2020
Q4 | $83K | Hold |
2,027
| – | – | 0.02% | 288 |
|
|
2020
Q3 | $59K | Buy |
2,027
+9
| +0.4% | +$262 | 0.02% | 312 |
|
|
2020
Q2 | $52K | Buy |
2,018
+1,607
| +391% | +$41.4K | 0.01% | 316 |
|
|
2020
Q1 | $6K | Sell |
411
-66
| -14% | -$964 | ﹤0.01% | 857 |
|
|
2019
Q4 | $13K | Buy |
477
+66
| +16% | +$1.8K | ﹤0.01% | 658 |
|
|
2019
Q3 | $10K | Buy |
411
+157
| +62% | +$3.82K | ﹤0.01% | 728 |
|
|
2019
Q2 | $5K | Buy |
254
+167
| +192% | +$3.29K | ﹤0.01% | 985 |
|
|
2019
Q1 | $1K | Sell |
87
-3
| -3% | -$34 | ﹤0.01% | 1283 |
|
|
2018
Q4 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 1082 |
|