Blue Trust Inc’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.1K | Sell |
4,260
-276
| -6% | -$5.58K | ﹤0.01% | 1106 |
|
|
2025
Q1 | $62.4K | Buy |
4,536
+4,463
| +6,114% | +$61.4K | ﹤0.01% | 1230 |
|
|
2024
Q4 | $865 | Sell |
73
-682
| -90% | -$8.08K | ﹤0.01% | 2292 |
|
|
2024
Q3 | $13.3K | Buy |
755
+462
| +158% | +$8.13K | ﹤0.01% | 2097 |
|
|
2024
Q2 | $7.52K | Buy |
293
+220
| +301% | +$5.65K | ﹤0.01% | 2035 |
|
|
2024
Q1 | $1.87K | Sell |
73
-129
| -64% | -$3.31K | ﹤0.01% | 1838 |
|
|
2023
Q4 | $5K | Buy |
202
+129
| +177% | +$3.19K | ﹤0.01% | 1876 |
|
|
2023
Q3 | $2K | Sell |
73
-9
| -11% | -$247 | ﹤0.01% | 1867 |
|
|
2023
Q2 | $1K | Buy |
82
+9
| +12% | +$110 | ﹤0.01% | 1958 |
|
|
2023
Q1 | $1K | Sell |
73
-12
| -14% | -$164 | ﹤0.01% | 2236 |
|
|
2022
Q4 | $2K | Buy |
85
+74
| +673% | +$1.74K | ﹤0.01% | 1977 |
|
|
2022
Q3 | $0 | Sell |
11
-2,143
| -99% | – | ﹤0.01% | 2358 |
|
|
2022
Q2 | $65K | Buy |
+2,154
| New | +$65K | ﹤0.01% | 625 |
|