Householder Group Estate & Retirement Specialist’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,603
| Closed | -$56K | – | 1254 |
|
|
2024
Q3 | $56K | Buy |
4,603
+103
| +2% | +$1.25K | 0.02% | 465 |
|
|
2024
Q2 | $32K | Hold |
4,500
| – | – | 0.01% | 572 |
|
|
2024
Q1 | $34.6K | Hold |
4,500
| – | – | 0.01% | 549 |
|
|
2023
Q4 | $65K | Sell |
4,500
-200
| -4% | -$2.89K | 0.02% | 413 |
|
|
2023
Q3 | $86.3K | Buy |
+4,700
| New | +$86.3K | 0.03% | 349 |
|
|
2023
Q1 | $43K | Buy |
3,900
+3,700
| +1,850% | +$40.8K | 0.02% | 469 |
|
|
2022
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 354 |
|
|
2022
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 993 |
|