Focused Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$31.8K | – | 311 |
|
|
2024
Q2 | $31.8K | Buy |
+300
| New | +$33.6K | ﹤0.01% | 217 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$26.3K | – | 1004 |
|
|
2023
Q4 | $26.3K | Hold |
300
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $22.4K | Hold |
300
| – | – | ﹤0.01% | 409 |
|
|
2023
Q2 | $17.7K | Hold |
300
| – | – | ﹤0.01% | 450 |
|
|
2023
Q1 | $9.57K | Hold |
300
| – | – | ﹤0.01% | 550 |
|
|
2022
Q4 | $9.99K | Sell |
300
-205
| -41% | -$6.91K | ﹤0.01% | 530 |
|
|
2022
Q3 | $13K | Hold |
505
| – | – | ﹤0.01% | 457 |
|
|
2022
Q2 | $14K | Hold |
505
| – | – | ﹤0.01% | 463 |
|
|
2022
Q1 | $22K | Hold |
505
| – | – | ﹤0.01% | 433 |
|
|
2021
Q4 | $23K | Hold |
505
| – | – | ﹤0.01% | 473 |
|
|
2021
Q3 | $24K | Sell |
505
-362
| -42% | -$18.1K | ﹤0.01% | 475 |
|
|
2021
Q2 | $42K | Hold |
867
| – | – | 0.01% | 405 |
|
|
2021
Q1 | $37K | Hold |
867
| – | – | 0.01% | 419 |
|
|
2020
Q4 | $36K | Hold |
867
| – | – | 0.01% | 387 |
|
|
2020
Q3 | $25K | Hold |
867
| – | – | 0.01% | 388 |
|
|
2020
Q2 | $23K | Hold |
867
| – | – | 0.01% | 392 |
|
|
2020
Q1 | $15K | Hold |
867
| – | – | ﹤0.01% | 413 |
|
|
2019
Q4 | $24K | Hold |
867
| – | – | 0.01% | 384 |
|
|
2019
Q3 | $21K | Hold |
867
| – | – | 0.01% | 389 |
|
|
2019
Q2 | $17K | Buy |
+867
| New | +$17.7K | ﹤0.01% | 443 |
|
|
2019
Q1 | – | Sell |
-87
| Closed | -$2K | – | 775 |
|
|
2018
Q4 | $2K | Sell |
87
-289
| -77% | -$8.01K | ﹤0.01% | 626 |
|
|
2018
Q3 | $15K | Sell |
376
-1,243
| -77% | -$45.2K | 0.01% | 408 |
|
|
2018
Q2 | $56K | Buy |
+1,619
| New | +$58.7K | 0.02% | 267 |
|
Other funds holding XPO
MP
DCP
OAG
CM
