Integrated Wealth Management’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-179
| Closed | -$5K | – | 1029 |
|
|
2016
Q3 | $5K | Hold |
179
| – | – | ﹤0.01% | 916 |
|
|
2016
Q2 | $4K | Hold |
179
| – | – | ﹤0.01% | 974 |
|
|
2016
Q1 | $5K | Hold |
179
| – | – | ﹤0.01% | 855 |
|
|
2015
Q4 | $5K | Hold |
179
| – | – | ﹤0.01% | 946 |
|
|
2015
Q3 | $5K | Sell |
179
-474
| -73% | -$13.2K | ﹤0.01% | 952 |
|
|
2015
Q2 | $18K | Hold |
653
| – | – | 0.01% | 643 |
|
|
2015
Q1 | $22K | Buy |
+653
| New | +$22K | 0.01% | 549 |
|