Cutler Group’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,366
| Closed | -$478K | – | 1914 |
|
|
2023
Q4 | $478K | Buy |
18,366
+14,689
| +399% | +$382K | 0.04% | 249 |
|
|
2023
Q3 | $84K | Buy |
+3,677
| New | +$84K | 0.01% | 600 |
|
|
2023
Q2 | – | Sell |
-9,597
| Closed | -$113K | – | 2064 |
|
|
2023
Q1 | $113K | Buy |
+9,597
| New | +$113K | 0.01% | 465 |
|
|
2022
Q4 | – | Sell |
-18,770
| Closed | -$356K | – | 2453 |
|
|
2022
Q3 | $356K | Buy |
+18,770
| New | +$356K | 0.02% | 343 |
|
|
2022
Q2 | – | Sell |
-13,167
| Closed | -$396K | – | 2543 |
|
|
2022
Q1 | $396K | Buy |
13,167
+13,165
| +658,250% | +$396K | 0.02% | 400 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2724 |
|
|
2021
Q3 | – | Sell |
-3,599
| Closed | -$156K | – | 2824 |
|
|
2021
Q2 | $156K | Sell |
3,599
-10,180
| -74% | -$441K | 0.01% | 819 |
|
|
2021
Q1 | $519K | Buy |
13,779
+13,449
| +4,075% | +$507K | 0.03% | 396 |
|
|
2020
Q4 | $13K | Sell |
330
-1,000
| -75% | -$39.4K | ﹤0.01% | 1401 |
|
|
2020
Q3 | $55K | Buy |
1,330
+1,200
| +923% | +$49.6K | ﹤0.01% | 857 |
|
|
2020
Q2 | $5K | Sell |
130
-2,680
| -95% | -$103K | ﹤0.01% | 1343 |
|
|
2020
Q1 | $54K | Buy |
+2,810
| New | +$54K | ﹤0.01% | 752 |
|