Cresset Asset Management’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,185
| Closed | -$320K | – | 2124 |
|
|
2024
Q2 | $320K | Sell |
18,185
-1,617
| -8% | -$28.4K | ﹤0.01% | 1643 |
|
|
2024
Q1 | $508K | Buy |
19,802
+3,450
| +21% | +$88.5K | ﹤0.01% | 1315 |
|
|
2023
Q4 | $426K | Sell |
16,352
-1,834
| -10% | -$47.8K | ﹤0.01% | 1281 |
|
|
2023
Q3 | $419K | Sell |
18,186
-936
| -5% | -$21.6K | ﹤0.01% | 1237 |
|
|
2023
Q2 | $449K | Buy |
+19,122
| New | +$449K | ﹤0.01% | 1205 |
|