Crystal Rock Capital Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-210,465
| Closed | -$8.31M | – | 34 |
|
|
2018
Q3 | $8.31M | Hold |
210,465
| – | – | 5.72% | 5 |
|
|
2018
Q2 | $7.29M | Hold |
210,465
| – | – | 5.2% | 7 |
|
|
2018
Q1 | $7.41M | Sell |
210,465
-27,902
| -12% | -$982K | 5.18% | 7 |
|
|
2017
Q4 | $7.55M | Sell |
238,367
-5,378
| -2% | -$170K | 4.87% | 7 |
|
|
2017
Q3 | $5.71M | Hold |
243,745
| – | – | 3.81% | 10 |
|
|
2017
Q2 | $5.45M | Hold |
243,745
| – | – | 3.52% | 12 |
|
|
2017
Q1 | $4.04M | Hold |
243,745
| – | – | 2.58% | 20 |
|
|
2016
Q4 | $3.64M | Buy |
+243,745
| New | +$3.64M | 2.39% | 19 |
|