Guggenheim Capital’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,876
| Closed | -$260K | – | 1683 |
|
|
2025
Q1 | $260K | Buy |
18,876
+3,026
| +19% | +$41.6K | ﹤0.01% | 1448 |
|
|
2024
Q4 | $188K | Buy |
15,850
+4,530
| +40% | +$53.7K | ﹤0.01% | 1603 |
|
|
2024
Q3 | $203K | Buy |
+11,320
| New | +$203K | ﹤0.01% | 1770 |
|
|
2024
Q2 | – | Sell |
-12,881
| Closed | -$331K | – | 1952 |
|
|
2024
Q1 | $331K | Buy |
+12,881
| New | +$331K | ﹤0.01% | 1629 |
|