EverSource Wealth Advisors’s Xerox XRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.4K Buy
2,160
+1,447
+203% +$7.63K ﹤0.01% 2719
2025
Q1
$3.44K Buy
713
+663
+1,326% +$3.2K ﹤0.01% 2671
2024
Q4
$422 Sell
50
-576
-92% -$4.86K ﹤0.01% 3252
2024
Q3
$6.5K Buy
626
+354
+130% +$3.68K ﹤0.01% 2104
2024
Q2
$2.93K Sell
272
-64
-19% -$689 ﹤0.01% 2421
2024
Q1
$4.47K Hold
336
﹤0.01% 2098
2023
Q4
$6.16K Buy
+336
New +$6.16K ﹤0.01% 1773
2022
Q2
Sell
-102
Closed -$2K 1913
2022
Q1
$2K Hold
102
﹤0.01% 1599
2021
Q4
$2K Buy
+102
New +$2K ﹤0.01% 1645