Glassman Wealth Services’s XL Group Ltd. XL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-107
| Closed | -$6K | – | 1048 |
|
2018
Q2 | $6K | Hold |
107
| – | – | ﹤0.01% | 432 |
|
2018
Q1 | $6K | Buy |
107
+49
| +84% | +$2.75K | ﹤0.01% | 415 |
|
2017
Q4 | $2K | Buy |
58
+29
| +100% | +$1K | ﹤0.01% | 530 |
|
2017
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 531 |
|
2017
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 523 |
|
2017
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 554 |
|
2016
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 603 |
|
2016
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 461 |
|