Focused Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$31.8K | – | 241 |
|
|
2024
Q2 | $31.8K | Buy |
+300
| New | +$31.8K | ﹤0.01% | 171 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$26.3K | – | 948 |
|
|
2023
Q4 | $26.3K | Hold |
300
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $22.4K | Hold |
300
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $17.7K | Hold |
300
| – | – | ﹤0.01% | 444 |
|
|
2023
Q1 | $9.57K | Hold |
300
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $9.99K | Sell |
300
-205
| -41% | -$6.82K | ﹤0.01% | 511 |
|
|
2022
Q3 | $13K | Hold |
505
| – | – | ﹤0.01% | 452 |
|
|
2022
Q2 | $14K | Hold |
505
| – | – | ﹤0.01% | 450 |
|
|
2022
Q1 | $22K | Hold |
505
| – | – | ﹤0.01% | 420 |
|
|
2021
Q4 | $23K | Hold |
505
| – | – | ﹤0.01% | 460 |
|
|
2021
Q3 | $24K | Sell |
505
-362
| -42% | -$17.2K | ﹤0.01% | 458 |
|
|
2021
Q2 | $42K | Hold |
867
| – | – | 0.01% | 404 |
|
|
2021
Q1 | $37K | Hold |
867
| – | – | 0.01% | 412 |
|
|
2020
Q4 | $36K | Hold |
867
| – | – | 0.01% | 383 |
|
|
2020
Q3 | $25K | Hold |
867
| – | – | 0.01% | 383 |
|
|
2020
Q2 | $23K | Hold |
867
| – | – | 0.01% | 383 |
|
|
2020
Q1 | $15K | Hold |
867
| – | – | ﹤0.01% | 404 |
|
|
2019
Q4 | $24K | Hold |
867
| – | – | 0.01% | 381 |
|
|
2019
Q3 | $21K | Hold |
867
| – | – | 0.01% | 386 |
|
|
2019
Q2 | $17K | Buy |
+867
| New | +$17K | ﹤0.01% | 429 |
|
|
2019
Q1 | – | Sell |
-87
| Closed | -$2K | – | 728 |
|
|
2018
Q4 | $2K | Sell |
87
-289
| -77% | -$6.64K | ﹤0.01% | 607 |
|
|
2018
Q3 | $15K | Sell |
376
-1,243
| -77% | -$49.6K | 0.01% | 397 |
|
|
2018
Q2 | $56K | Buy |
+1,619
| New | +$56K | 0.02% | 267 |
|