CAPTRUST Financial Advisors’s XPeng XPEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,800
| Closed | -$89K | – | 4110 |
|
|
2022
Q2 | $89K | Buy |
2,800
+400
| +17% | +$12.7K | ﹤0.01% | 2289 |
|
|
2022
Q1 | $66K | Buy |
2,400
+800
| +50% | +$22K | ﹤0.01% | 2592 |
|
|
2021
Q4 | $81K | Sell |
1,600
-1,123
| -41% | -$56.9K | ﹤0.01% | 2323 |
|
|
2021
Q3 | $97K | Sell |
2,723
-342
| -11% | -$12.2K | ﹤0.01% | 2110 |
|
|
2021
Q2 | $136K | Buy |
3,065
+500
| +19% | +$22.2K | ﹤0.01% | 1790 |
|
|
2021
Q1 | $94K | Buy |
2,565
+1,465
| +133% | +$53.7K | ﹤0.01% | 2005 |
|
|
2020
Q4 | $47K | Buy |
1,100
+100
| +10% | +$4.27K | ﹤0.01% | 1859 |
|
|
2020
Q3 | $19K | Buy |
+1,000
| New | +$19K | ﹤0.01% | 2001 |
|