Bruce G. Allen Investments’s XP XP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$667	Hold	33	–	–	﹤0.01%	907
2025 Q1	$454	Hold	33	–	–	﹤0.01%	963
2024 Q4	$391	Buy	+33	New	+$391	﹤0.01%	1001
2024 Q3	–	Hold	0	–	–	–	1152
2024 Q2	–	Hold	0	–	–	–	1036