Highlander Partners’s XChange TEC XHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29
| Closed | -$104K | – | 26 |
|
|
2023
Q3 | $104K | Hold |
29
| – | – | 0.1% | 26 |
|
|
2023
Q2 | $137K | Hold |
29
| – | – | 0.15% | 25 |
|
|
2023
Q1 | $336K | Hold |
29
| – | – | 0.46% | 20 |
|
|
2022
Q4 | $1.13M | Hold |
29
| – | – | 1.53% | 13 |
|
|
2022
Q3 | $850K | Hold |
29
| – | – | 1.26% | 13 |
|
|
2022
Q2 | $874K | Buy |
29
+6
| +26% | +$181K | 1.15% | 16 |
|
|
2022
Q1 | $537K | Buy |
23
+1
| +5% | +$23.3K | 0.67% | 17 |
|
|
2021
Q4 | $987K | Buy |
+22
| New | +$987K | 1.2% | 14 |
|