GVAG
Great Valley Advisor Group’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-88,935
| Closed | -$2.96M | – | 753 |
|
|
2022
Q4 | $2.96M | Sell |
88,935
-238
| -0.3% | -$7.92K | 0.15% | 162 |
|
|
2022
Q3 | $3.97M | Buy |
89,173
+57
| +0.1% | +$2.54K | 0.22% | 113 |
|
|
2022
Q2 | $4.29M | Buy |
89,116
+104
| +0.1% | +$5.01K | 0.24% | 105 |
|
|
2022
Q1 | $6.89M | Buy |
89,012
+59
| +0.1% | +$4.57K | 0.4% | 69 |
|
|
2021
Q4 | $7.08M | Sell |
88,953
-8,743
| -9% | -$696K | 0.44% | 56 |
|
|
2021
Q3 | $7.77M | Buy |
97,696
+2,436
| +3% | +$194K | 0.54% | 43 |
|
|
2021
Q2 | $11.9M | Buy |
95,260
+105
| +0.1% | +$13.1K | 0.88% | 22 |
|
|
2021
Q1 | $11.7M | Buy |
95,155
+6,220
| +7% | +$767K | 1.13% | 12 |
|
|
2020
Q4 | $10.6M | Hold |
88,935
| – | – | 1.1% | 12 |
|
|
2020
Q3 | $7.53M | Buy |
88,935
+20,480
| +30% | +$1.73M | 0.92% | 17 |
|
|
2020
Q2 | $5.29M | Sell |
68,455
-2,880
| -4% | -$222K | 0.87% | 21 |
|
|
2020
Q1 | $3.48M | Buy |
71,335
+6,636
| +10% | +$324K | 0.92% | 23 |
|
|
2019
Q4 | $5.16M | Hold |
64,699
| – | – | 1.15% | 9 |
|
|
2019
Q3 | $4.63M | Sell |
64,699
-136
| -0.2% | -$9.73K | 1.12% | 12 |
|
|
2019
Q2 | $3.75M | Buy |
+64,835
| New | +$3.75M | 0.94% | 17 |
|