Financial Gravity Asset Management’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$7 | – | 2565 |
|
|
2024
Q1 | – | Sell |
-4
| Closed | -$93 | – | 1936 |
|
|
2023
Q4 | $93 | Buy |
4
+2
| +100% | +$47 | ﹤0.01% | 1267 |
|
|
2023
Q3 | $43 | Sell |
2
-21
| -91% | -$452 | ﹤0.01% | 1059 |
|
|
2023
Q2 | $131 | Buy |
23
+11
| +92% | +$63 | ﹤0.01% | 1260 |
|
|
2023
Q1 | $191 | Sell |
12
-3
| -20% | -$48 | 0.01% | 625 |
|
|
2022
Q4 | $79 | Sell |
15
-365
| -96% | -$1.92K | ﹤0.01% | 1155 |
|
|
2022
Q3 | $308 | Buy |
+380
| New | +$308 | 0.01% | 473 |
|