CWM
Cahaba Wealth Management’s Xos XOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-161,119
| Closed | -$55.4K | – | 146 |
|
|
2023
Q3 | $55.4K | Hold |
161,119
| – | – | 0.01% | 142 |
|
|
2023
Q2 | $35.1K | Hold |
161,119
| – | – | ﹤0.01% | 147 |
|
|
2023
Q1 | $84.6K | Hold |
161,119
| – | – | 0.01% | 143 |
|
|
2022
Q4 | $71.4K | Hold |
161,119
| – | – | 0.01% | 142 |
|
|
2022
Q3 | $193K | Hold |
161,119
| – | – | 0.03% | 129 |
|
|
2022
Q2 | $296K | Sell |
161,119
-9,390
| -6% | -$17.3K | 0.04% | 107 |
|
|
2022
Q1 | $513K | Hold |
170,509
| – | – | 0.07% | 80 |
|
|
2021
Q4 | $537K | Hold |
170,509
| – | – | 0.07% | 78 |
|
|
2021
Q3 | $789K | Buy |
+170,509
| New | +$789K | 0.12% | 53 |
|