DT
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Diversified Trust’s XP XP Stock Holding History

Diversified Trust’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$235K Buy
+11,618
New +$235K 0.01% 827
2024
Q4 		– Sell
-64,462
Closed -$1.16M – 1001
2024
Q3 		$1.16M Buy
+64,462
New +$1.16M 0.03% 342