Buckingham Strategic Wealth’s Exco Resources XCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-8,761
| Closed | -$141K | – | 247 |
|
|
2016
Q3 | $141K | Hold |
8,761
| – | – | 0.05% | 217 |
|
|
2016
Q2 | $171K | Hold |
8,761
| – | – | 0.06% | 228 |
|
|
2016
Q1 | $130K | Hold |
8,761
| – | – | 0.04% | 225 |
|
|
2015
Q4 | $163K | Hold |
8,761
| – | – | 0.05% | 197 |
|
|
2015
Q3 | $99K | Hold |
8,761
| – | – | 0.03% | 205 |
|
|
2015
Q2 | $155K | Hold |
8,761
| – | – | 0.05% | 214 |
|
|
2015
Q1 | $240K | Hold |
8,761
| – | – | 0.09% | 180 |
|
|
2014
Q4 | $285K | Buy |
8,761
+5,802
| +196% | +$189K | 0.11% | 145 |
|
|
2014
Q3 | $148K | Hold |
2,959
| – | – | 0.06% | 176 |
|
|
2014
Q2 | $261K | Hold |
2,959
| – | – | 0.11% | 129 |
|
|
2014
Q1 | $249K | Hold |
2,959
| – | – | 0.12% | 123 |
|
|
2013
Q4 | $236K | Sell |
2,959
-33
| -1% | -$2.63K | 0.11% | 131 |
|
|
2013
Q3 | $299K | Hold |
2,992
| – | – | 0.16% | 96 |
|
|
2013
Q2 | $339K | Buy |
+2,992
| New | +$339K | 0.19% | 84 |
|