CIS
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Custom Index Systems’s XP XP Stock Holding History

Custom Index Systems’s Portfolio XP Stock Details XP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,470
Closed -$448K – 309
2024
Q1 		$448K Sell
17,470
-1,555
-8% -$39.9K 0.25% 112
2023
Q4 		$496K Buy
+19,025
New +$496K 0.31% 78