Investment House LLC’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 |
-22,608
| Closed | -$598K | – | 183 |
|
|
2022
Q3 | $598K | Sell |
22,608
-1,607
| -7% | -$42.5K | 0.06% | 127 |
|
|
2022
Q2 | $693K | Sell |
24,215
-715
| -3% | -$20.5K | 0.06% | 116 |
|
|
2022
Q1 | $1.08M | Sell |
24,930
-214
| -0.9% | -$9.25K | 0.08% | 103 |
|
|
2021
Q4 | $1.16M | Sell |
25,144
-547
| -2% | -$25.2K | 0.07% | 107 |
|
|
2021
Q3 | $1.22M | Sell |
25,691
-18,735
| -42% | -$886K | 0.09% | 103 |
|
|
2021
Q2 | $2.15M | Hold |
44,426
| – | – | 0.15% | 89 |
|
|
2021
Q1 | $1.9M | Sell |
44,426
-3,137
| -7% | -$134K | 0.15% | 86 |
|
|
2020
Q4 | $1.96M | Hold |
47,563
| – | – | 0.14% | 94 |
|
|
2020
Q3 | $1.39M | Sell |
47,563
-1,085
| -2% | -$31.8K | 0.11% | 105 |
|
|
2020
Q2 | $1.3M | Sell |
48,648
-2,631
| -5% | -$70.3K | 0.11% | 98 |
|
|
2020
Q1 | $865K | Sell |
51,279
-72,733
| -59% | -$1.23M | 0.1% | 105 |
|
|
2019
Q4 | $3.42M | Sell |
124,012
-8,561
| -6% | -$236K | 0.32% | 68 |
|
|
2019
Q3 | $3.28M | Sell |
132,573
-2,311
| -2% | -$57.2K | 0.33% | 73 |
|
|
2019
Q2 | $2.7M | Sell |
134,884
-4,452
| -3% | -$89K | 0.28% | 75 |
|
|
2019
Q1 | $2.59M | Sell |
139,336
-74,364
| -35% | -$1.38M | 0.28% | 75 |
|
|
2018
Q4 | $4.22M | Buy |
213,700
+23,059
| +12% | +$455K | 0.53% | 60 |
|
|
2018
Q3 | $7.53M | Buy |
190,641
+5,031
| +3% | +$199K | 0.8% | 41 |
|
|
2018
Q2 | $6.43M | Buy |
185,610
+6,968
| +4% | +$241K | 0.75% | 42 |
|
|
2018
Q1 | $6.29M | Buy |
178,642
+68,205
| +62% | +$2.4M | 0.77% | 43 |
|
|
2017
Q4 | $3.5M | Buy |
+110,437
| New | +$3.5M | 0.43% | 64 |
|