Gradient Investments’s Xerox XRX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-105
Closed -$1.93K 1870
2023
Q4
$1.93K Sell
105
-138
-57% -$2.53K ﹤0.01% 1240
2023
Q3
$3.82K Hold
243
﹤0.01% 1018
2023
Q2
$3.62K Buy
243
+1
+0.4% +$15 ﹤0.01% 1030
2023
Q1
$3.73K Hold
242
﹤0.01% 1004
2022
Q4
$3.53K Buy
242
+1
+0.4% +$15 ﹤0.01% 995
2022
Q3
$3K Hold
241
﹤0.01% 1104
2022
Q2
$4K Buy
241
+1
+0.4% +$17 ﹤0.01% 955
2022
Q1
$5K Hold
240
﹤0.01% 905
2021
Q4
$5K Hold
240
﹤0.01% 954
2021
Q3
$5K Buy
240
+1
+0.4% +$21 ﹤0.01% 897
2021
Q2
$6K Hold
239
﹤0.01% 863
2021
Q1
$6K Buy
239
+1
+0.4% +$25 ﹤0.01% 866
2020
Q4
$4K Hold
238
﹤0.01% 867
2020
Q3
$4K Hold
238
﹤0.01% 873
2020
Q2
$4K Buy
238
+1
+0.4% +$17 ﹤0.01% 806
2020
Q1
$4K Sell
237
-610
-72% -$10.3K ﹤0.01% 829
2019
Q4
$31K Hold
847
﹤0.01% 491
2019
Q3
$25K Buy
847
+13
+2% +$384 ﹤0.01% 500
2019
Q2
$30K Buy
834
+736
+751% +$26.5K ﹤0.01% 457
2019
Q1
$3K Sell
98
-41
-29% -$1.26K ﹤0.01% 728
2018
Q4
$3K Hold
139
﹤0.01% 797
2018
Q3
$4K Hold
139
﹤0.01% 781
2018
Q2
$3K Buy
139
+28
+25% +$604 ﹤0.01% 790
2018
Q1
$3K Hold
111
﹤0.01% 798
2017
Q4
$3K Buy
+111
New +$3K ﹤0.01% 777
2017
Q3
Sell
-139
Closed -$4K 736
2017
Q2
$4K Sell
139
-1
-0.7% -$29 ﹤0.01% 630
2017
Q1
$4K Sell
140
-72
-34% -$2.06K ﹤0.01% 647
2016
Q4
$5K Hold
212
﹤0.01% 563
2016
Q3
$6K Hold
212
﹤0.01% 521
2016
Q2
$5K Sell
212
-54
-20% -$1.27K ﹤0.01% 526
2016
Q1
$8K Hold
266
﹤0.01% 474
2015
Q4
$7K Buy
+266
New +$7K ﹤0.01% 449
2014
Q1
Sell
-569
Closed -$18K 644
2013
Q4
$18K Buy
+569
New +$18K ﹤0.01% 320