EverSource Wealth Advisors’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.2K | Buy |
2,305
+391
| +20% | +$6.99K | ﹤0.01% | 1741 |
|
|
2025
Q1 | $39.7K | Sell |
1,914
-594
| -24% | -$12.3K | ﹤0.01% | 1351 |
|
|
2024
Q4 | $29.6K | Buy |
2,508
+898
| +56% | +$10.6K | ﹤0.01% | 1428 |
|
|
2024
Q3 | $19.6K | Buy |
1,610
+628
| +64% | +$7.65K | ﹤0.01% | 1501 |
|
|
2024
Q2 | $7.91K | Buy |
982
+609
| +163% | +$4.91K | ﹤0.01% | 1992 |
|
|
2024
Q1 | $3.03K | Buy |
373
+247
| +196% | +$2.01K | ﹤0.01% | 2244 |
|
|
2023
Q4 | $1.84K | Buy |
126
+29
| +30% | +$423 | ﹤0.01% | 2193 |
|
|
2023
Q3 | $1.78K | Buy |
+97
| New | +$1.78K | ﹤0.01% | 2044 |
|
|
2023
Q1 | – | Sell |
-120
| Closed | -$1.19K | – | 2560 |
|
|
2022
Q4 | $1.19K | Buy |
120
+19
| +19% | +$189 | ﹤0.01% | 2043 |
|
|
2022
Q3 | $1K | Sell |
101
-12
| -11% | -$119 | ﹤0.01% | 1928 |
|
|
2022
Q2 | $4K | Hold |
113
| – | – | ﹤0.01% | 1359 |
|
|
2022
Q1 | $3K | Buy |
+113
| New | +$3K | ﹤0.01% | 1467 |
|