FDx Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,042
| Closed | -$169K | – | 848 |
|
|
2023
Q1 | $169K | Hold |
11,042
| – | – | 0.01% | 715 |
|
|
2022
Q4 | $169K | Buy |
11,042
+830
| +8% | +$12.7K | 0.01% | 715 |
|
|
2022
Q3 | $194K | Sell |
10,212
-7,171
| -41% | -$136K | 0.01% | 691 |
|
|
2022
Q2 | $312K | Sell |
17,383
-474
| -3% | -$8.51K | 0.01% | 617 |
|
|
2022
Q1 | $537K | Buy |
+17,857
| New | +$537K | 0.02% | 485 |
|