Clearstead Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659 | Hold |
125
| – | – | ﹤0.01% | 2463 |
|
|
2025
Q1 | $604 | Hold |
125
| – | – | ﹤0.01% | 2044 |
|
|
2024
Q4 | $1.05K | Hold |
125
| – | – | ﹤0.01% | 1909 |
|
|
2024
Q3 | $1.3K | Hold |
125
| – | – | ﹤0.01% | 1881 |
|
|
2024
Q2 | $1.45K | Buy |
+125
| New | +$1.45K | ﹤0.01% | 1854 |
|
|
2021
Q2 | – | Sell |
-195
| Closed | -$5K | – | 1308 |
|
|
2021
Q1 | $5K | Hold |
195
| – | – | ﹤0.01% | 876 |
|
|
2020
Q4 | $5K | Hold |
195
| – | – | ﹤0.01% | 811 |
|
|
2020
Q3 | $4K | Hold |
195
| – | – | ﹤0.01% | 775 |
|
|
2020
Q2 | $3K | Hold |
195
| – | – | ﹤0.01% | 725 |
|
|
2020
Q1 | $4K | Buy |
+195
| New | +$4K | ﹤0.01% | 673 |
|