D.L. Carlson Investment Group’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-137,915
| Closed | -$6.35M | – | 155 |
|
|
2021
Q4 | $6.35M | Buy |
137,915
+5,392
| +4% | +$248K | 1.01% | 37 |
|
|
2021
Q3 | $6.27M | Sell |
132,523
-37,182
| -22% | -$1.76M | 1.09% | 32 |
|
|
2021
Q2 | $8.21M | Buy |
169,705
+46,326
| +38% | +$2.24M | 1.42% | 17 |
|
|
2021
Q1 | $5.26M | Sell |
123,379
-60,598
| -33% | -$2.58M | 0.96% | 45 |
|
|
2020
Q4 | $7.59M | Buy |
183,977
+31,413
| +21% | +$1.3M | 1.38% | 22 |
|
|
2020
Q3 | $4.47M | Buy |
152,564
+45,727
| +43% | +$1.34M | 0.95% | 40 |
|
|
2020
Q2 | $2.85M | Buy |
+106,837
| New | +$2.85M | 0.85% | 39 |
|