Financial Architects (New Jersey)’s XL Group Ltd. XL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-345
| Closed | -$19K | – | 1468 |
|
|
2018
Q2 | $19K | Sell |
345
-105
| -23% | -$5.78K | ﹤0.01% | 827 |
|
|
2018
Q1 | $25K | Sell |
450
-676
| -60% | -$37.6K | ﹤0.01% | 723 |
|
|
2017
Q4 | $40K | Hold |
1,126
| – | – | 0.01% | 661 |
|
|
2017
Q3 | $44K | Sell |
1,126
-23
| -2% | -$899 | 0.01% | 651 |
|
|
2017
Q2 | $50K | Buy |
1,149
+139
| +14% | +$6.05K | 0.01% | 592 |
|
|
2017
Q1 | $40K | Sell |
1,010
-38
| -4% | -$1.51K | 0.01% | 656 |
|
|
2016
Q4 | $39K | Sell |
1,048
-8
| -0.8% | -$298 | 0.01% | 635 |
|
|
2016
Q3 | $36K | Hold |
1,056
| – | – | 0.01% | 672 |
|
|
2016
Q2 | $35K | Buy |
+1,056
| New | +$35K | 0.01% | 633 |
|
|
2015
Q3 | – | Sell |
-20
| Closed | -$1K | – | 1173 |
|
|
2015
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1171 |
|
|
2013
Q4 | – | Sell |
-110
| Closed | -$3K | – | 729 |
|
|
2013
Q3 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 676 |
|