Glassman Wealth Services’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16
| Closed | -$293 | – | 1873 |
|
|
2023
Q4 | $293 | Sell |
16
-40
| -71% | -$591 | ﹤0.01% | 1825 |
|
|
2023
Q3 | $879 | Buy |
56
+48
| +600% | +$758 | ﹤0.01% | 1590 |
|
|
2023
Q2 | $119 | Hold |
8
| – | – | ﹤0.01% | 1879 |
|
|
2023
Q1 | $123 | Buy |
+8
| New | +$129 | ﹤0.01% | 1859 |
|
|
2022
Q3 | – | Sell |
-110
| Closed | -$2K | – | 2028 |
|
|
2022
Q2 | $2K | Buy |
110
+39
| +55% | +$691 | ﹤0.01% | 1306 |
|
|
2022
Q1 | $1K | Buy |
71
+62
| +689% | +$1.3K | ﹤0.01% | 1560 |
|
|
2021
Q4 | $0 | Buy |
+9
| New | +$183 | ﹤0.01% | 1963 |
|
|
2021
Q2 | – | Sell |
-80
| Closed | -$2K | – | 1687 |
|
|
2021
Q1 | $2K | Buy |
80
+5
| +7% | +$120 | ﹤0.01% | 1155 |
|
|
2020
Q4 | $2K | Buy |
75
+58
| +341% | +$1.23K | ﹤0.01% | 1117 |
|
|
2020
Q3 | $0 | Buy |
+17
| New | +$298 | ﹤0.01% | 1519 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | – | – | 1623 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1522 |
|
|
2019
Q3 | $0 | Buy |
+5
| New | +$157 | ﹤0.01% | 1408 |
|
|
2019
Q2 | – | Sell |
-25
| Closed | -$1K | – | 1402 |
|
|
2019
Q1 | $1K | Buy |
+25
| New | +$705 | ﹤0.01% | 926 |
|
|
2018
Q4 | – | Sell |
-17
| Closed | – | – | 1004 |
|
|
2018
Q3 | $0 | Sell |
17
-21
| -55% | -$555 | ﹤0.01% | 977 |
|
|
2018
Q2 | $1K | Buy |
38
+29
| +322% | +$820 | ﹤0.01% | 747 |
|
|
2018
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 945 |
|
|
2017
Q4 | $0 | Buy |
+9
| New | +$273 | ﹤0.01% | 809 |
|
|
2017
Q1 | – | Sell |
-16
| Closed | – | – | 705 |
|
|
2016
Q4 | $0 | Buy |
+16
| New | +$398 | ﹤0.01% | 729 |
|
Other funds holding XRX
