Center for Financial Planning’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-160
| Closed | -$4K | – | 674 |
|
|
2022
Q3 | $4K | Hold |
160
| – | – | ﹤0.01% | 456 |
|
|
2022
Q2 | $5K | Hold |
160
| – | – | ﹤0.01% | 426 |
|
|
2022
Q1 | $7K | Hold |
160
| – | – | ﹤0.01% | 416 |
|
|
2021
Q4 | $7K | Hold |
160
| – | – | ﹤0.01% | 413 |
|
|
2021
Q3 | $8K | Sell |
160
-115
| -42% | -$5.75K | ﹤0.01% | 386 |
|
|
2021
Q2 | $13K | Hold |
275
| – | – | ﹤0.01% | 344 |
|
|
2021
Q1 | $12K | Hold |
275
| – | – | ﹤0.01% | 367 |
|
|
2020
Q4 | $11K | Buy |
+275
| New | +$11K | ﹤0.01% | 337 |
|