FVWA
Foster Victor Wealth Advisors’s RXO RXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-92,844
| Closed | -$1.76M | – | 174 |
|
|
2023
Q3 | $1.76M | Buy |
92,844
+15,508
| +20% | +$294K | 0.2% | 81 |
|
|
2023
Q2 | $1.72M | Sell |
77,336
-8,462
| -10% | -$188K | 0.19% | 87 |
|
|
2023
Q1 | $1.61M | Buy |
85,798
+2,164
| +3% | +$40.5K | 0.19% | 85 |
|
|
2022
Q4 | $1.41M | Buy |
+83,634
| New | +$1.41M | 0.18% | 82 |
|