FVWA
Foster Victor Wealth Advisors’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35,213
| Closed | -$2.94M | – | 181 |
|
|
2023
Q4 | $2.94M | Sell |
35,213
-14,879
| -30% | -$1.24M | 0.3% | 83 |
|
|
2023
Q3 | $3.86M | Sell |
50,092
-12,451
| -20% | -$960K | 0.45% | 73 |
|
|
2023
Q2 | $3.66M | Sell |
62,543
-26,301
| -30% | -$1.54M | 0.41% | 78 |
|
|
2023
Q1 | $2.67M | Buy |
88,844
+4,900
| +6% | +$147K | 0.32% | 81 |
|
|
2022
Q4 | $3.02M | Buy |
83,944
+34,017
| +68% | +$1.22M | 0.38% | 79 |
|
|
2022
Q3 | $2.51M | Buy |
49,927
+3,087
| +7% | +$155K | 0.37% | 75 |
|
|
2022
Q2 | $2.21M | Buy |
46,840
+13,101
| +39% | +$618K | 0.33% | 75 |
|
|
2022
Q1 | $2.14M | Buy |
33,739
+6,658
| +25% | +$422K | 0.29% | 77 |
|
|
2021
Q4 | $1.91M | Buy |
27,081
+4,441
| +20% | +$314K | 0.26% | 83 |
|
|
2021
Q3 | $1.8M | Buy |
22,640
+2,839
| +14% | +$226K | 0.29% | 81 |
|
|
2021
Q2 | $2.77M | Buy |
19,801
+3,758
| +23% | +$526K | 0.46% | 67 |
|
|
2021
Q1 | $2.16M | Buy |
16,043
+5,775
| +56% | +$776K | 0.4% | 71 |
|
|
2020
Q4 | $1.22M | Buy |
10,268
+3,325
| +48% | +$396K | 0.28% | 77 |
|
|
2020
Q3 | $588K | Buy |
6,943
+4,137
| +147% | +$350K | 0.16% | 88 |
|
|
2020
Q2 | $217K | Buy |
+2,806
| New | +$217K | 0.07% | 111 |
|