Harbor Investment Advisory’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-747
| Closed | -$17.5K | – | 1351 |
|
|
2023
Q2 | $17.5K | Sell |
747
-76
| -9% | -$1.78K | ﹤0.01% | 918 |
|
|
2023
Q1 | $9.77K | Hold |
823
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q4 | $12.6K | Buy |
823
+63
| +8% | +$966 | ﹤0.01% | 982 |
|
|
2022
Q3 | $14K | Hold |
760
| – | – | ﹤0.01% | 986 |
|
|
2022
Q2 | $14K | Hold |
760
| – | – | ﹤0.01% | 975 |
|
|
2022
Q1 | $23K | Hold |
760
| – | – | ﹤0.01% | 914 |
|
|
2021
Q4 | $22K | Hold |
760
| – | – | ﹤0.01% | 915 |
|
|
2021
Q3 | $31K | Hold |
760
| – | – | ﹤0.01% | 865 |
|
|
2021
Q2 | $33K | Hold |
760
| – | – | ﹤0.01% | 814 |
|
|
2021
Q1 | $29K | Hold |
760
| – | – | ﹤0.01% | 807 |
|
|
2020
Q4 | $30K | Hold |
760
| – | – | ﹤0.01% | 746 |
|
|
2020
Q3 | $32K | Buy |
+760
| New | +$32K | 0.01% | 618 |
|