Creative Planning’s Xos XOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-384
| Closed | -$3.96K | – | 3014 |
|
|
2023
Q3 | $3.96K | Sell |
384
-33
| -8% | -$340 | ﹤0.01% | 2701 |
|
|
2023
Q2 | $2.72K | Hold |
417
| – | – | ﹤0.01% | 2525 |
|
|
2023
Q1 | $6.57K | Hold |
417
| – | – | ﹤0.01% | 2425 |
|
|
2022
Q4 | $5.54K | Sell |
417
-249
| -37% | -$3.31K | ﹤0.01% | 2344 |
|
|
2022
Q3 | $24K | Buy |
666
+282
| +73% | +$10.2K | ﹤0.01% | 2138 |
|
|
2022
Q2 | $21K | Hold |
384
| – | – | ﹤0.01% | 2105 |
|
|
2022
Q1 | $34K | Buy |
+384
| New | +$34K | ﹤0.01% | 2079 |
|