Harel Insurance Investments & Financial Services’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | – | – | 696 |
|
|
2023
Q3 | $0 | Sell |
1
-4,499
| -100% | – | ﹤0.01% | 785 |
|
|
2023
Q2 | $104K | Buy |
4,500
+2,138
| +91% | +$49.4K | ﹤0.01% | 380 |
|
|
2023
Q1 | $28K | Sell |
2,362
-500
| -17% | -$5.93K | ﹤0.01% | 563 |
|
|
2022
Q4 | $44K | Hold |
2,862
| – | – | ﹤0.01% | 489 |
|
|
2022
Q3 | $52K | Buy |
+2,862
| New | +$52K | ﹤0.01% | 501 |
|
|
2021
Q3 | – | Sell |
-4,000
| Closed | -$568K | – | 819 |
|
|
2021
Q2 | $568K | Buy |
+4,000
| New | +$568K | 0.01% | 430 |
|
|
2020
Q3 | – | Sell |
-600
| Closed | -$25K | – | 728 |
|
|
2020
Q2 | $25K | Sell |
600
-1,800
| -75% | -$75K | ﹤0.01% | 441 |
|
|
2020
Q1 | $46K | Buy |
+2,400
| New | +$46K | ﹤0.01% | 279 |
|