First Allied Advisory Services’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-26,884
| Closed | -$538K | – | 1686 |
|
|
2019
Q2 | $538K | Sell |
26,884
-12,757
| -32% | -$255K | 0.02% | 658 |
|
|
2019
Q1 | $736K | Buy |
39,641
+24,906
| +169% | +$462K | 0.03% | 543 |
|
|
2018
Q4 | $289K | Buy |
+14,735
| New | +$289K | 0.01% | 797 |
|
|
2018
Q3 | – | Sell |
-8,660
| Closed | -$303K | – | 1241 |
|
|
2018
Q2 | $303K | Buy |
8,660
+2,967
| +52% | +$104K | 0.01% | 871 |
|
|
2018
Q1 | $200K | Buy |
+5,693
| New | +$200K | 0.01% | 1054 |
|
|
2017
Q4 | – | Sell |
-63,703
| Closed | -$1.5M | – | 1561 |
|
|
2017
Q3 | $1.5M | Buy |
+63,703
| New | +$1.5M | 0.06% | 308 |
|