Independent Advisor Alliance’s RXO RXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-43,478
| Closed | -$951K | – | 740 |
|
|
2024
Q1 | $951K | Buy |
43,478
+13,902
| +47% | +$304K | 0.03% | 330 |
|
|
2023
Q4 | $688K | Buy |
29,576
+6,101
| +26% | +$142K | 0.02% | 370 |
|
|
2023
Q3 | $463K | Buy |
23,475
+12,695
| +118% | +$250K | 0.02% | 427 |
|
|
2023
Q2 | $244K | Sell |
10,780
-279
| -3% | -$6.33K | 0.01% | 575 |
|
|
2023
Q1 | $217K | Sell |
11,059
-1,547
| -12% | -$30.4K | 0.01% | 596 |
|
|
2022
Q4 | $217 | Buy |
+12,606
| New | +$217 | ﹤0.01% | 380 |
|