IFP Advisors’s The ExOne Company XONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-60
| Closed | -$1K | – | 3504 |
|
|
2021
Q3 | $1K | Sell |
60
-100
| -63% | -$1.67K | ﹤0.01% | 3147 |
|
|
2021
Q2 | $3K | Hold |
160
| – | – | ﹤0.01% | 2673 |
|
|
2021
Q1 | $5K | Buy |
160
+100
| +167% | +$3.13K | ﹤0.01% | 2431 |
|
|
2020
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 2834 |
|
|
2020
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 2735 |
|
|
2020
Q2 | $1K | Sell |
60
-15
| -20% | -$250 | ﹤0.01% | 2639 |
|
|
2020
Q1 | $0 | Hold |
75
| – | – | ﹤0.01% | 3923 |
|
|
2019
Q4 | $0 | Buy |
75
+60
| +400% | – | ﹤0.01% | 3851 |
|
|
2019
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 3817 |
|
|
2019
Q1 | $1K | Sell |
60
-15
| -20% | -$250 | ﹤0.01% | 2296 |
|
|
2018
Q4 | $0 | Sell |
75
-285
| -79% | – | ﹤0.01% | 3931 |
|
|
2018
Q3 | $3K | Sell |
360
-15
| -4% | -$125 | ﹤0.01% | 3433 |
|
|
2018
Q2 | $3K | Buy |
375
+300
| +400% | +$2.4K | ﹤0.01% | 3476 |
|
|
2018
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 3706 |
|
|
2017
Q4 | $1K | Sell |
75
-354
| -83% | -$4.72K | ﹤0.01% | 3706 |
|
|
2017
Q3 | $5K | Sell |
429
-1,531
| -78% | -$17.8K | ﹤0.01% | 3392 |
|
|
2017
Q2 | $22K | Buy |
1,960
+1,900
| +3,167% | +$21.3K | ﹤0.01% | 2513 |
|
|
2017
Q1 | $1K | Sell |
60
-75
| -56% | -$1.25K | ﹤0.01% | 3858 |
|
|
2016
Q4 | $1K | Sell |
135
-10
| -7% | -$74 | ﹤0.01% | 3858 |
|
|
2016
Q3 | $2K | Sell |
145
-25
| -15% | -$345 | ﹤0.01% | 3630 |
|
|
2016
Q2 | $2K | Buy |
170
+110
| +183% | +$1.29K | ﹤0.01% | 3514 |
|
|
2016
Q1 | $1K | Sell |
60
-110
| -65% | -$1.83K | ﹤0.01% | 2296 |
|
|
2015
Q4 | $2K | Buy |
+170
| New | +$2K | ﹤0.01% | 3384 |
|