Bogart Wealth LLC’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-250
| Closed | -$3.65K | – | 1134 |
|
2023
Q4 | $3.65K | Hold |
250
| – | – | ﹤0.01% | 808 |
|
2023
Q3 | $4.59K | Hold |
250
| – | – | ﹤0.01% | 732 |
|
2023
Q2 | $3.36K | Hold |
250
| – | – | ﹤0.01% | 802 |
|
2023
Q1 | $2.78K | Hold |
250
| – | – | ﹤0.01% | 845 |
|
2022
Q4 | $2.49K | Hold |
250
| – | – | ﹤0.01% | 777 |
|
2022
Q3 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 799 |
|
2021
Q2 | – | Sell |
-15
| Closed | -$1K | – | 735 |
|
2021
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 616 |
|