Congress Wealth Management’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-43,322
| Closed | -$824K | – | 589 |
|
|
2022
Q3 | $824K | Buy |
43,322
+18,931
| +78% | +$360K | 0.02% | 348 |
|
|
2022
Q2 | $438K | Sell |
24,391
-73
| -0.3% | -$1.31K | 0.01% | 425 |
|
|
2022
Q1 | $736K | Buy |
24,464
+9,698
| +66% | +$292K | 0.02% | 394 |
|
|
2021
Q4 | $424K | Buy |
+14,766
| New | +$424K | 0.01% | 483 |
|