Clearstead Advisors’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-54
| Closed | -$992 | – | 1652 |
|
|
2023
Q3 | $992 | Buy |
54
+27
| +100% | +$496 | ﹤0.01% | 1458 |
|
|
2023
Q2 | $363 | Hold |
27
| – | – | ﹤0.01% | 1324 |
|
|
2023
Q1 | $300 | Hold |
27
| – | – | ﹤0.01% | 1331 |
|
|
2022
Q4 | $268 | Hold |
27
| – | – | ﹤0.01% | 1263 |
|
|
2022
Q3 | $0 | Hold |
27
| – | – | ﹤0.01% | 1379 |
|
|
2022
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1239 |
|
|
2022
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1336 |
|
|
2021
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1228 |
|
|
2021
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1254 |
|
|
2021
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1214 |
|
|
2021
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1085 |
|