FinTrust Capital Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.84K | Sell |
158
-174
| -52% | -$3.12K | ﹤0.01% | 1165 |
|
|
2024
Q2 | $5.84K | Hold |
332
| – | – | ﹤0.01% | 980 |
|
|
2024
Q1 | $8.52K | Hold |
332
| – | – | ﹤0.01% | 870 |
|
|
2023
Q4 | $8.66K | Sell |
332
-139
| -30% | -$3.62K | ﹤0.01% | 832 |
|
|
2023
Q3 | $10.9K | Buy |
471
+151
| +47% | +$3.48K | ﹤0.01% | 762 |
|
|
2023
Q2 | $4.91K | Hold |
320
| – | – | ﹤0.01% | 865 |
|
|
2023
Q1 | $4.91K | Hold |
320
| – | – | ﹤0.01% | 862 |
|
|
2022
Q4 | $4.91K | Buy |
320
+65
| +25% | +$997 | ﹤0.01% | 864 |
|
|
2022
Q3 | $4K | Sell |
255
-94
| -27% | -$1.48K | ﹤0.01% | 1054 |
|
|
2022
Q2 | $7K | Buy |
349
+130
| +59% | +$2.61K | ﹤0.01% | 986 |
|
|
2022
Q1 | $7K | Buy |
219
+185
| +544% | +$5.91K | ﹤0.01% | 1023 |
|
|
2021
Q4 | $1K | Sell |
34
-3,966
| -99% | -$117K | ﹤0.01% | 1158 |
|
|
2021
Q3 | $161K | Buy |
+4,000
| New | +$161K | 0.04% | 308 |
|