Financial Architects (New Jersey)’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-300
| Closed | -$5K | – | 783 |
|
|
2020
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 734 |
|
|
2020
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 694 |
|
|
2019
Q4 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 667 |
|
|
2018
Q3 | – | Sell |
-68
| Closed | -$2K | – | 1398 |
|
|
2018
Q2 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 1222 |
|
|
2016
Q4 | – | Sell |
-162
| Closed | -$4K | – | 1470 |
|
|
2016
Q3 | $4K | Buy |
162
+12
| +8% | +$296 | ﹤0.01% | 1177 |
|
|
2016
Q2 | $4K | Sell |
150
-55
| -27% | -$1.47K | ﹤0.01% | 1153 |
|
|
2016
Q1 | $6K | Buy |
+205
| New | +$6K | ﹤0.01% | 851 |
|
|
2015
Q3 | – | Sell |
-572
| Closed | -$16K | – | 917 |
|
|
2015
Q2 | $16K | Buy |
572
+121
| +27% | +$3.39K | 0.01% | 673 |
|
|
2015
Q1 | $15K | Buy |
451
+1
| +0.2% | +$33 | 0.01% | 634 |
|
|
2014
Q4 | $16K | Buy |
450
+91
| +25% | +$3.24K | 0.01% | 575 |
|
|
2014
Q3 | $13K | Hold |
359
| – | – | 0.01% | 540 |
|
|
2014
Q2 | $12K | Buy |
+359
| New | +$12K | 0.01% | 592 |
|
|
2013
Q4 | – | Sell |
-129
| Closed | -$3K | – | 580 |
|
|
2013
Q3 | $3K | Buy |
+129
| New | +$3K | ﹤0.01% | 660 |
|