CWM
C2C Wealth Management’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,563
| Closed | -$768K | – | 232 |
|
|
2023
Q3 | $768K | Sell |
10,563
-1,245
| -11% | -$90.5K | 0.11% | 98 |
|
|
2023
Q2 | $733K | Sell |
11,808
-1,030
| -8% | -$64K | 0.1% | 113 |
|
|
2023
Q1 | $418K | Buy |
+12,838
| New | +$418K | 0.07% | 164 |
|
|
2022
Q1 | – | Sell |
-10,816
| Closed | -$838K | – | 231 |
|
|
2021
Q4 | $838K | Buy |
+10,816
| New | +$838K | 0.12% | 94 |
|