EWM
Elite Wealth Management’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 192 |
|
|
2014
Q4 | – | Sell |
-2,200
| Closed | -$29K | – | 508 |
|
|
2014
Q3 | $29K | Hold |
2,200
| – | – | 0.03% | 146 |
|
|
2014
Q2 | $27K | Sell |
2,200
-850
| -28% | -$10.4K | 0.03% | 152 |
|
|
2014
Q1 | $34K | Buy |
3,050
+200
| +7% | +$2.23K | 0.03% | 148 |
|
|
2013
Q4 | $35K | Buy |
2,850
+2,650
| +1,325% | +$32.5K | 0.03% | 200 |
|
|
2013
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 379 |
|
|
2013
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 266 |
|