CFA
Camarda Financial Advisors’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-632
| Closed | -$6K | – | 286 |
|
|
2016
Q3 | $6K | Sell |
632
-146,814
| -100% | -$1.39M | ﹤0.01% | 187 |
|
|
2016
Q2 | $1.4M | Buy |
147,446
+22,076
| +18% | +$209K | 0.89% | 40 |
|
|
2016
Q1 | $1.4M | Buy |
125,370
+7,427
| +6% | +$82.9K | 0.87% | 31 |
|
|
2015
Q4 | $1.25M | Sell |
117,943
-7,056
| -6% | -$75K | 0.77% | 47 |
|
|
2015
Q3 | $1.22M | Sell |
124,999
-1,149
| -0.9% | -$11.2K | 0.76% | 49 |
|
|
2015
Q2 | $1.34M | Sell |
126,148
-14,402
| -10% | -$153K | 0.75% | 45 |
|
|
2015
Q1 | $1.81M | Sell |
140,550
-14,469
| -9% | -$186K | 1% | 34 |
|
|
2014
Q4 | $2.15M | Sell |
155,019
-21,134
| -12% | -$293K | 1.36% | 26 |
|
|
2014
Q3 | $2.33M | Buy |
176,153
+2,916
| +2% | +$38.6K | 1.62% | 20 |
|
|
2014
Q2 | $2.16M | Sell |
173,237
-6,912
| -4% | -$86K | 1.48% | 25 |
|
|
2014
Q1 | $2.04M | Sell |
180,149
-23,437
| -12% | -$265K | 1.56% | 24 |
|
|
2013
Q4 | $2.48M | Buy |
+203,586
| New | +$2.48M | 2.02% | 14 |
|
|
2013
Q3 | – | Sell |
-190,796
| Closed | -$1.73M | – | 257 |
|
|
2013
Q2 | $1.73M | Buy |
+190,796
| New | +$1.73M | 1.58% | 24 |
|