BA
BKS Advisors’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.56M | Sell |
47,691
-4,775
| -9% | -$257K | 1.03% | 30 |
|
|
2018
Q4 | $2.99M | Sell |
52,466
-6,675
| -11% | -$381K | 1.36% | 21 |
|
|
2018
Q3 | $6.75M | Sell |
59,141
-3,650
| -6% | -$417K | 2.48% | 6 |
|
|
2018
Q2 | $6.29M | Sell |
62,791
-300
| -0.5% | -$30.1K | 2.22% | 8 |
|
|
2018
Q1 | $6.42M | Sell |
63,091
-1,300
| -2% | -$132K | 2.34% | 6 |
|
|
2017
Q4 | $5.9M | Sell |
64,391
-1,750
| -3% | -$160K | 2.14% | 7 |
|
|
2017
Q3 | $4.48M | Sell |
66,141
-1,600
| -2% | -$108K | 1.74% | 12 |
|
|
2017
Q2 | $4.38M | Buy |
67,741
+21,550
| +47% | +$1.39M | 1.78% | 11 |
|
|
2017
Q1 | $2.21M | Sell |
46,191
-200
| -0.4% | -$9.58K | 0.97% | 32 |
|
|
2016
Q4 | $2M | Buy |
46,391
+24,300
| +110% | +$1.05M | 0.94% | 38 |
|
|
2016
Q3 | $810K | Sell |
22,091
-1,000
| -4% | -$36.7K | 0.37% | 70 |
|
|
2016
Q2 | $606K | Sell |
23,091
-700
| -3% | -$18.4K | 0.31% | 84 |
|
|
2016
Q1 | $730K | Sell |
23,791
-1,800
| -7% | -$55.2K | 0.38% | 75 |
|
|
2015
Q4 | $697K | Sell |
25,591
-12,875
| -33% | -$351K | 0.36% | 73 |
|
|
2015
Q3 | $917K | Sell |
38,466
-11,500
| -23% | -$274K | 0.51% | 53 |
|
|
2015
Q2 | $2.26M | Buy |
+49,966
| New | +$2.26M | 1.08% | 32 |
|