Cetera Advisors’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-46,198
| Closed | -$513K | – | 1762 |
|
|
2023
Q1 | $513K | Buy |
+46,198
| New | +$513K | 0.01% | 998 |
|
|
2022
Q2 | – | Sell |
-7,773
| Closed | -$214K | – | 1475 |
|
|
2022
Q1 | $214K | Buy |
+7,773
| New | +$214K | ﹤0.01% | 1281 |
|
|
2021
Q4 | – | Sell |
-33,427
| Closed | -$1.19M | – | 1514 |
|
|
2021
Q3 | $1.19M | Buy |
33,427
+3,137
| +10% | +$111K | 0.02% | 552 |
|
|
2021
Q2 | $1.35M | Buy |
30,290
+13,696
| +83% | +$608K | 0.03% | 454 |
|
|
2021
Q1 | $606K | Buy |
+16,594
| New | +$606K | 0.02% | 662 |
|