Bogart Wealth LLC’s XPO XPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.6K | Sell |
100
-4
| -4% | -$505 | ﹤0.01% | 736 |
|
2025
Q1 | $11.2K | Buy |
104
+4
| +4% | +$430 | ﹤0.01% | 715 |
|
2024
Q4 | $13.1K | Hold |
100
| – | – | ﹤0.01% | 668 |
|
2024
Q3 | $10.8K | Hold |
100
| – | – | ﹤0.01% | 685 |
|
2024
Q2 | $10.6K | Hold |
100
| – | – | ﹤0.01% | 656 |
|
2024
Q1 | $12.2K | Hold |
100
| – | – | ﹤0.01% | 610 |
|
2023
Q4 | $8.76K | Hold |
100
| – | – | ﹤0.01% | 653 |
|
2023
Q3 | $7.47K | Hold |
100
| – | – | ﹤0.01% | 651 |
|
2023
Q2 | $5.9K | Hold |
100
| – | – | ﹤0.01% | 680 |
|
2023
Q1 | $3.19K | Hold |
100
| – | – | ﹤0.01% | 822 |
|
2022
Q4 | $3.33K | Sell |
100
-68
| -40% | -$2.26K | ﹤0.01% | 732 |
|
2022
Q3 | $4K | Sell |
168
-196
| -54% | -$4.67K | ﹤0.01% | 747 |
|
2022
Q2 | $10K | Buy |
364
+196
| +117% | +$5.39K | ﹤0.01% | 547 |
|
2022
Q1 | $7K | Hold |
168
| – | – | ﹤0.01% | 539 |
|
2021
Q4 | $8K | Hold |
168
| – | – | ﹤0.01% | 504 |
|
2021
Q3 | $8K | Sell |
168
-121
| -42% | -$5.76K | ﹤0.01% | 493 |
|
2021
Q2 | $14K | Buy |
+289
| New | +$14K | ﹤0.01% | 398 |
|