Clearstead Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78K | Buy |
88
+41
| +87% | +$828 | ﹤0.01% | 2340 |
|
|
2025
Q1 | $647 | Buy |
+47
| New | +$647 | ﹤0.01% | 2034 |
|
|
2024
Q3 | – | Sell |
-234
| Closed | -$4.12K | – | 2121 |
|
|
2024
Q2 | $4.12K | Hold |
234
| – | – | ﹤0.01% | 1715 |
|
|
2024
Q1 | $5.1K | Sell |
234
-84
| -26% | -$1.83K | ﹤0.01% | 1169 |
|
|
2023
Q4 | $8.29K | Buy |
+318
| New | +$8.29K | ﹤0.01% | 1093 |
|