Glassman Wealth Services’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$701 | – | 1871 |
|
|
2023
Q4 | $701 | Sell |
8
-2
| -20% | -$175 | ﹤0.01% | 1642 |
|
|
2023
Q3 | $747 | Hold |
10
| – | – | ﹤0.01% | 1640 |
|
|
2023
Q2 | $590 | Hold |
10
| – | – | ﹤0.01% | 1601 |
|
|
2023
Q1 | $319 | Buy |
10
+3
| +43% | +$96 | ﹤0.01% | 1694 |
|
|
2022
Q4 | $233 | Sell |
7
-5
| -42% | -$166 | ﹤0.01% | 1754 |
|
|
2022
Q3 | $0 | Sell |
12
-54
| -82% | – | ﹤0.01% | 2027 |
|
|
2022
Q2 | $2K | Buy |
66
+22
| +50% | +$667 | ﹤0.01% | 1305 |
|
|
2022
Q1 | $2K | Buy |
44
+39
| +780% | +$1.77K | ﹤0.01% | 1288 |
|
|
2021
Q4 | $0 | Sell |
5
-7
| -58% | – | ﹤0.01% | 1961 |
|
|
2021
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1505 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | – | – | 1622 |
|
|
2019
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 1521 |
|
|
2019
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1407 |
|
|
2019
Q2 | $0 | Sell |
14
-32
| -70% | – | ﹤0.01% | 1401 |
|
|
2019
Q1 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 925 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | – | – | 1003 |
|
|
2018
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 976 |
|
|
2018
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 972 |
|
|
2018
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 943 |
|
|
2017
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 808 |
|