Fortis Advisors’s Xoma XOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11,707
| Closed | -$174K | – | 360 |
|
|
2019
Q2 | $174K | Buy |
11,707
+335
| +3% | +$4.98K | 0.08% | 135 |
|
|
2019
Q1 | $141K | Hold |
11,372
| – | – | 0.07% | 146 |
|
|
2018
Q4 | $144K | Buy |
11,372
+5,587
| +97% | +$70.7K | 0.09% | 140 |
|
|
2018
Q3 | $102K | Buy |
+5,785
| New | +$102K | 0.06% | 149 |
|