Cerity Partners’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,108
| Closed | -$248K | – | 2603 |
|
|
2024
Q2 | $248K | Buy |
14,108
+603
| +4% | +$10.6K | ﹤0.01% | 1916 |
|
|
2024
Q1 | $347K | Buy |
+13,505
| New | +$347K | ﹤0.01% | 1786 |
|
|
2022
Q2 | – | Sell |
-7,821
| Closed | -$235K | – | 1248 |
|
|
2022
Q1 | $235K | Buy |
+7,821
| New | +$235K | ﹤0.01% | 817 |
|