Cutter & Co Brokerage’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-17,325
| Closed | -$229K | – | 230 |
|
2022
Q4 | $229K | Buy |
17,325
+1,500
| +9% | +$19.8K | 0.08% | 176 |
|
2022
Q3 | $207K | Hold |
15,825
| – | – | 0.08% | 185 |
|
2022
Q2 | $235K | Buy |
+15,825
| New | +$235K | 0.08% | 186 |
|
2018
Q4 | – | Sell |
-7,725
| Closed | -$208K | – | 293 |
|
2018
Q3 | $208K | Buy |
+7,725
| New | +$208K | 0.07% | 246 |
|
2018
Q2 | – | Sell |
-7,650
| Closed | -$220K | – | 262 |
|
2018
Q1 | $220K | Sell |
7,650
-4,804
| -39% | -$138K | 0.09% | 211 |
|
2017
Q4 | $363K | Sell |
12,454
-1,590
| -11% | -$46.3K | 0.15% | 138 |
|
2017
Q3 | $468K | Buy |
14,044
+5,572
| +66% | +$186K | 0.19% | 115 |
|
2017
Q2 | $243K | Sell |
8,472
-866
| -9% | -$24.8K | 0.1% | 209 |
|
2017
Q1 | $274K | Buy |
9,338
+4,917
| +111% | +$144K | 0.11% | 185 |
|
2016
Q4 | $102K | Sell |
4,421
-3,245
| -42% | -$74.9K | 0.04% | 225 |
|
2016
Q3 | $205K | Hold |
7,666
| – | – | 0.09% | 200 |
|
2016
Q2 | $192K | Sell |
7,666
-398
| -5% | -$9.97K | 0.08% | 199 |
|
2016
Q1 | $237K | Buy |
+8,064
| New | +$237K | 0.11% | 182 |
|