EFG Asset Management (Americas)’s XPO XPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-42,368
| Closed | -$2.05M | – | 142 |
|
2021
Q2 | $2.05M | Buy |
+42,368
| New | +$2.05M | 0.38% | 75 |
|
2019
Q1 | – | Sell |
-152,585
| Closed | -$3.01M | – | 123 |
|
2018
Q4 | $3.01M | Buy |
152,585
+17,328
| +13% | +$342K | 1.08% | 37 |
|
2018
Q3 | $5.34M | Buy |
135,257
+47,460
| +54% | +$1.87M | 1.53% | 20 |
|
2018
Q2 | $3.04M | Buy |
87,797
+45,178
| +106% | +$1.57M | 0.92% | 36 |
|
2018
Q1 | $1.5M | Buy |
42,619
+7,011
| +20% | +$247K | 0.62% | 42 |
|
2017
Q4 | $1.13M | Buy |
35,608
+7,243
| +26% | +$229K | 0.41% | 60 |
|
2017
Q3 | $665K | Buy |
28,365
+10,291
| +57% | +$241K | 0.25% | 72 |
|
2017
Q2 | $404K | Buy |
18,074
+5,210
| +41% | +$116K | 0.15% | 95 |
|
2017
Q1 | $213K | Buy |
+12,864
| New | +$213K | 0.08% | 114 |
|