Blue Zone Wealth 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 | – | Sell |
-75,428
| Closed | -$3.65M | – | 99 |
|
2021
Q2 | $3.65M | Sell |
75,428
-63
| -0.1% | -$3.05K | 1.37% | 23 |
|
2021
Q1 | $3.22M | Sell |
75,491
-839
| -1% | -$35.8K | 1.37% | 24 |
|
2020
Q4 | $3.15M | Buy |
76,330
+894
| +1% | +$36.9K | 1.52% | 23 |
|
2020
Q3 | $2.21M | Buy |
+75,436
| New | +$2.21M | 1.25% | 23 |
|