Global Retirement Partners’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.5K | Buy |
+2,201
| New | +$44.5K | ﹤0.01% | 1828 |
|
|
2024
Q4 | – | Sell |
-3,214
| Closed | -$57.7K | – | 3784 |
|
|
2024
Q3 | $57.7K | Buy |
3,214
+513
| +19% | +$9.2K | ﹤0.01% | 1496 |
|
|
2024
Q2 | $47.5K | Buy |
+2,701
| New | +$47.5K | ﹤0.01% | 1563 |
|
|
2024
Q1 | – | Sell |
-135
| Closed | -$3.44K | – | 3486 |
|
|
2023
Q4 | $3.44K | Buy |
+135
| New | +$3.44K | ﹤0.01% | 2468 |
|