Howe & Rusling’s XPO XPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,498
| Closed | -$40K | – | 1065 |
|
2022
Q3 | $40K | Hold |
1,498
| – | – | 0.01% | 338 |
|
2022
Q2 | $43K | Buy |
+1,498
| New | +$43K | 0.01% | 329 |
|
2021
Q3 | – | Sell |
-2,602
| Closed | -$126K | – | 1039 |
|
2021
Q2 | $126K | Hold |
2,602
| – | – | 0.02% | 216 |
|
2021
Q1 | $111K | Hold |
2,602
| – | – | 0.02% | 225 |
|
2020
Q4 | $107K | Buy |
+2,602
| New | +$107K | 0.02% | 219 |
|
2019
Q1 | – | Sell |
-214
| Closed | -$4K | – | 901 |
|
2018
Q4 | $4K | Hold |
214
| – | – | ﹤0.01% | 590 |
|
2018
Q3 | $8K | Buy |
+214
| New | +$8K | ﹤0.01% | 553 |
|
2017
Q3 | – | Sell |
-289
| Closed | -$6K | – | 990 |
|
2017
Q2 | $6K | Buy |
+289
| New | +$6K | ﹤0.01% | 605 |
|