EverSource Wealth Advisors’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2K | Buy |
334
+88
| +36% | +$11.1K | ﹤0.01% | 1723 |
|
|
2025
Q1 | $26.5K | Buy |
246
+9
| +4% | +$968 | ﹤0.01% | 1543 |
|
|
2024
Q4 | $31.1K | Sell |
237
-23
| -9% | -$3.02K | ﹤0.01% | 1399 |
|
|
2024
Q3 | $28K | Buy |
260
+15
| +6% | +$1.61K | ﹤0.01% | 1325 |
|
|
2024
Q2 | $28.1K | Buy |
245
+13
| +6% | +$1.49K | ﹤0.01% | 1349 |
|
|
2024
Q1 | $24.9K | Sell |
232
-55
| -19% | -$5.91K | ﹤0.01% | 1259 |
|
|
2023
Q4 | $25.1K | Sell |
287
-102
| -26% | -$8.93K | ﹤0.01% | 1140 |
|
|
2023
Q3 | $29K | Sell |
389
-222
| -36% | -$16.6K | ﹤0.01% | 995 |
|
|
2023
Q2 | $36K | Sell |
611
-33
| -5% | -$1.95K | ﹤0.01% | 960 |
|
|
2023
Q1 | $20.5K | Sell |
644
-721
| -53% | -$23K | ﹤0.01% | 1073 |
|
|
2022
Q4 | $45.4K | Sell |
1,365
-7,622
| -85% | -$254K | 0.01% | 794 |
|
|
2022
Q3 | $238K | Buy |
8,987
+7,597
| +547% | +$201K | 0.05% | 274 |
|
|
2022
Q2 | $40K | Hold |
1,390
| – | – | 0.01% | 676 |
|
|
2022
Q1 | $60K | Buy |
+1,390
| New | +$60K | 0.02% | 436 |
|