Estate Counselors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-12,575
| Closed | -$1.65M | – | 128 |
|
2024
Q4 | $1.65M | Hold |
12,575
| – | – | 0.18% | 64 |
|
2024
Q3 | $1.35M | Hold |
12,575
| – | – | 0.14% | 74 |
|
2024
Q2 | $1.33M | Hold |
12,575
| – | – | 0.15% | 74 |
|
2024
Q1 | $1.53M | Buy |
+12,575
| New | +$1.53M | 0.18% | 72 |
|
2020
Q3 | – | Sell |
-87
| Closed | -$2K | – | 156 |
|
2020
Q2 | $2K | Sell |
87
-15,729
| -99% | -$362K | ﹤0.01% | 158 |
|
2020
Q1 | $267K | Buy |
+15,816
| New | +$267K | 0.04% | 121 |
|