Cary Street Partners Investment Advisory’s XP XP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-482
Closed -$11.1K 1808
2023
Q3
$11.1K Hold
482
﹤0.01% 1275
2023
Q2
$11.3K Buy
+482
New +$11.3K ﹤0.01% 1207