Charles Schwab’s X4 Pharmaceuticals XFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,051
| Closed | -$114K | – | 3593 |
|
|
2025
Q1 | $114K | Buy |
16,051
+1,444
| +10% | +$10.2K | ﹤0.01% | 3327 |
|
|
2024
Q4 | $321K | Hold |
14,607
| – | – | ﹤0.01% | 3259 |
|
|
2024
Q3 | $293K | Hold |
14,607
| – | – | ﹤0.01% | 3289 |
|
|
2024
Q2 | $254K | Buy |
14,607
+3,812
| +35% | +$66.3K | ﹤0.01% | 3404 |
|
|
2024
Q1 | $450K | Hold |
10,795
| – | – | ﹤0.01% | 3066 |
|
|
2023
Q4 | $272K | Hold |
10,795
| – | – | ﹤0.01% | 3232 |
|
|
2023
Q3 | $353K | Hold |
10,795
| – | – | ﹤0.01% | 3177 |
|
|
2023
Q2 | $628K | Buy |
10,795
+9,382
| +664% | +$546K | ﹤0.01% | 2947 |
|
|
2023
Q1 | $36.9K | Hold |
1,413
| – | – | ﹤0.01% | 3403 |
|
|
2022
Q4 | $42.1K | Hold |
1,413
| – | – | ﹤0.01% | 3393 |
|
|
2022
Q3 | $73K | Buy |
+1,413
| New | +$73K | ﹤0.01% | 3253 |
|
|
2021
Q2 | – | Sell |
-1,389
| Closed | -$359K | – | 3546 |
|
|
2021
Q1 | $359K | Hold |
1,389
| – | – | ﹤0.01% | 3188 |
|
|
2020
Q4 | $268K | Buy |
1,389
+113
| +9% | +$21.8K | ﹤0.01% | 3201 |
|
|
2020
Q3 | $260K | Sell |
1,276
-98
| -7% | -$20K | ﹤0.01% | 3088 |
|
|
2020
Q2 | $385K | Buy |
1,374
+63
| +5% | +$17.7K | ﹤0.01% | 2938 |
|
|
2020
Q1 | $394K | Buy |
1,311
+263
| +25% | +$79K | ﹤0.01% | 2792 |
|
|
2019
Q4 | $337K | Hold |
1,048
| – | – | ﹤0.01% | 2948 |
|
|
2019
Q3 | $400K | Buy |
1,048
+345
| +49% | +$132K | ﹤0.01% | 2884 |
|
|
2019
Q2 | $317K | Buy |
+703
| New | +$317K | ﹤0.01% | 2988 |
|
|
2018
Q2 | – | Sell |
-48
| Closed | -$200K | – | 3149 |
|
|
2018
Q1 | $200K | Buy |
+48
| New | +$200K | ﹤0.01% | 2991 |
|