Crestwood Advisors Group’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,725
| Closed | -$334K | – | 291 |
|
|
2022
Q1 | $334K | Sell |
7,725
-252
| -3% | -$10.9K | 0.01% | 235 |
|
|
2021
Q4 | $367K | Sell |
7,977
-4,208
| -35% | -$194K | 0.01% | 230 |
|
|
2021
Q3 | $576K | Sell |
12,185
-8,749
| -42% | -$414K | 0.02% | 188 |
|
|
2021
Q2 | $1.01M | Hold |
20,934
| – | – | 0.03% | 153 |
|
|
2021
Q1 | $893K | Hold |
20,934
| – | – | 0.03% | 157 |
|
|
2020
Q4 | $863K | Hold |
20,934
| – | – | 0.03% | 153 |
|
|
2020
Q3 | $613K | Hold |
20,934
| – | – | 0.02% | 154 |
|
|
2020
Q2 | $559K | Sell |
20,934
-1,474
| -7% | -$39.4K | 0.02% | 156 |
|
|
2020
Q1 | $378K | Sell |
22,408
-3,586
| -14% | -$60.5K | 0.02% | 166 |
|
|
2019
Q4 | $717K | Sell |
25,994
-2,125
| -8% | -$58.6K | 0.03% | 153 |
|
|
2019
Q3 | $696K | Buy |
28,119
+2,140
| +8% | +$53K | 0.03% | 148 |
|
|
2019
Q2 | $519K | Buy |
+25,979
| New | +$519K | 0.02% | 163 |
|