HighTower Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Buy |
+44,166
| New | +$892K | ﹤0.01% | 2093 |
|
|
2022
Q2 | – | Sell |
-8,139
| Closed | -$247K | – | 3203 |
|
|
2022
Q1 | $247K | Buy |
+8,139
| New | +$247K | ﹤0.01% | 2648 |
|
|
2021
Q4 | – | Sell |
-6,383
| Closed | -$257K | – | 3169 |
|
|
2021
Q3 | $257K | Buy |
6,383
+1,067
| +20% | +$43K | ﹤0.01% | 2518 |
|
|
2021
Q2 | $233K | Buy |
+5,316
| New | +$233K | ﹤0.01% | 2546 |
|