CWP
Concord Wealth Partners’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-71
| Closed | -$1.03K | – | 1253 |
|
|
2022
Q4 | $1.03K | Buy |
+71
| New | +$1.03K | ﹤0.01% | 1055 |
|
|
2022
Q3 | – | Sell |
-69
| Closed | -$1K | – | 1193 |
|
|
2022
Q2 | $1K | Sell |
69
-66
| -49% | -$957 | ﹤0.01% | 1213 |
|
|
2022
Q1 | $3K | Buy |
135
+1
| +0.7% | +$22 | ﹤0.01% | 1047 |
|
|
2021
Q4 | $3K | Buy |
+134
| New | +$3K | ﹤0.01% | 1085 |
|
|
2021
Q3 | – | Sell |
-67
| Closed | -$2K | – | 1050 |
|
|
2021
Q2 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 927 |
|