First Western Capital Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,810
| Closed | -$348K | – | 42 |
|
|
2018
Q3 | $348K | Sell |
8,810
-165
| -2% | -$6.52K | 1.56% | 31 |
|
|
2018
Q2 | $311K | Sell |
8,975
-1,885
| -17% | -$65.3K | 1.41% | 35 |
|
|
2018
Q1 | $382K | Sell |
10,860
-2,143
| -16% | -$75.4K | 1.81% | 27 |
|
|
2017
Q4 | $412K | Hold |
13,003
| – | – | 0.23% | 65 |
|
|
2017
Q3 | $305K | Sell |
13,003
-86
| -0.7% | -$2.02K | 0.19% | 68 |
|
|
2017
Q2 | $293K | Sell |
13,089
-3,447
| -21% | -$77.2K | 0.18% | 70 |
|
|
2017
Q1 | $274K | Sell |
16,536
-18,161
| -52% | -$301K | 0.17% | 77 |
|
|
2016
Q4 | $518K | Sell |
34,697
-56,743
| -62% | -$847K | 0.28% | 81 |
|
|
2016
Q3 | $1.16M | Sell |
91,440
-6,723
| -7% | -$85.3K | 0.45% | 77 |
|
|
2016
Q2 | $892K | Buy |
+98,163
| New | +$892K | 0.33% | 85 |
|