Fortis Advisors’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 |
-1,417
| Closed | -$28K | – | 362 |
|
|
2019
Q2 | $28K | Hold |
1,417
| – | – | 0.01% | 272 |
|
|
2019
Q1 | $26K | Sell |
1,417
-217
| -13% | -$3.98K | 0.01% | 258 |
|
|
2018
Q4 | $32K | Hold |
1,634
| – | – | 0.02% | 244 |
|
|
2018
Q3 | $65K | Hold |
1,634
| – | – | 0.04% | 185 |
|
|
2018
Q2 | $57K | Buy |
1,634
+1,417
| +653% | +$49.4K | 0.03% | 196 |
|
|
2018
Q1 | $8K | Hold |
217
| – | – | ﹤0.01% | 260 |
|
|
2017
Q4 | $7K | Hold |
217
| – | – | ﹤0.01% | 248 |
|
|
2017
Q3 | $5K | Buy |
+217
| New | +$5K | ﹤0.01% | 264 |
|