Colonial Trust Advisors’s XPeng XPEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-181
Closed -$2.21K 792
2024
Q3
$2.21K Hold
181
﹤0.01% 679
2024
Q2
$1.33K Hold
181
﹤0.01% 694
2024
Q1
$1.39K Hold
181
﹤0.01% 835
2023
Q4
$2.64K Hold
181
﹤0.01% 679
2023
Q3
$3.32K Hold
181
﹤0.01% 660
2023
Q2
$2.43K Hold
181
﹤0.01% 722
2023
Q1
$2.01K Hold
181
﹤0.01% 729
2022
Q4
$1.8K Buy
+181
New +$1.8K ﹤0.01% 736