Impact Partnership Wealth’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
14,184
-5,081
| -26% | -$103K | 0.05% | 221 |
|
|
2025
Q1 | $265K | Sell |
19,265
-5,988
| -24% | -$82.3K | 0.06% | 188 |
|
|
2024
Q4 | $299K | Buy |
+25,253
| New | +$299K | 0.06% | 202 |
|
|
2024
Q3 | – | Sell |
-17,535
| Closed | -$308K | – | 290 |
|
|
2024
Q2 | $308K | Buy |
+17,535
| New | +$308K | 0.08% | 163 |
|