Coldstream Capital Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
2,395
+226
| +10% | +$28.5K | ﹤0.01% | 880 |
|
|
2025
Q1 | $233K | Sell |
2,169
-171
| -7% | -$18.4K | 0.01% | 930 |
|
|
2024
Q4 | $307K | Buy |
2,340
+101
| +5% | +$13.2K | 0.01% | 815 |
|
|
2024
Q3 | $245K | Buy |
2,239
+107
| +5% | +$11.7K | 0.01% | 943 |
|
|
2024
Q2 | $226K | Sell |
2,132
-41
| -2% | -$4.35K | 0.01% | 890 |
|
|
2024
Q1 | $265K | Buy |
+2,173
| New | +$265K | 0.01% | 817 |
|
|
2021
Q3 | – | Sell |
-4,190
| Closed | -$203K | – | 553 |
|
|
2021
Q2 | $203K | Buy |
+4,190
| New | +$203K | 0.01% | 516 |
|