Dimensional Fund Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-10,537
| Closed | -$303K | – | 3567 |
|
2021
Q4 | $303K | Buy |
10,537
+1,909
| +22% | +$54.9K | ﹤0.01% | 3272 |
|
2021
Q3 | $347K | Buy |
8,628
+1,609
| +23% | +$64.7K | ﹤0.01% | 3247 |
|
2021
Q2 | $306K | Sell |
7,019
-1,388
| -17% | -$60.5K | ﹤0.01% | 3253 |
|
2021
Q1 | $317K | Buy |
+8,407
| New | +$317K | ﹤0.01% | 3215 |
|