Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,885
Closed -$329K 422
2022
Q4
$329K Sell
9,885
-41,926
-81% -$1.41M 0.1% 165
2022
Q3
$1.37M Buy
51,811
+6,732
+15% +$210K 0.33% 131
2022
Q2
$1.29M Buy
45,079
+11,781
+35% +$375K 0.23% 135
2022
Q1
$1.44M Hold
33,298
0.21% 150
2021
Q4
$1.53M Buy
33,298
+17,309
+108% +$804K 0.26% 134
2021
Q3
$756K Sell
15,989
-11,479
-42% -$575K 0.11% 192
2021
Q2
$1.33M Hold
27,468
0.16% 163
2021
Q1
$1.17M Hold
27,468
0.19% 139
2020
Q4
$1.13M Sell
27,468
-21,686
-44% -$786K 0.24% 105
2020
Q3
$1.44M Buy
49,154
+22,264
+83% +$641K 0.27% 115
2020
Q2
$718K Sell
26,890
-1,446
-5% -$34.6K 0.3% 147
2020
Q1
$478K Buy
+28,336
New +$757K 0.56% 56
2019
Q2
Sell
-26,803
Closed -$498K 145
2019
Q1
$498K Buy
26,803
+10,409
+63% +$200K 0.29% 66
2018
Q4
$323K Buy
+16,394
New +$454K 0.13% 124
2018
Q3
Sell
-112,050
Closed -$3.88M 230
2018
Q2
$3.88M Sell
112,050
-71,409
-39% -$2.59M 1.01% 63
2018
Q1
$6.46M Buy
183,459
+43,082
+31% +$1.44M 1.3% 58
2017
Q4
$4.45M Sell
140,377
-133,872
-49% -$3.42M 0.75% 128
2017
Q3
$6.43M Buy
274,249
+69,394
+34% +$1.45M 1.1% 77
2017
Q2
$4.58M Sell
204,855
-148,329
-42% -$2.78M 0.77% 111
2017
Q1
$5.85M Buy
353,184
+85,585
+32% +$1.4M 0.88% 76
2016
Q4
$3.99M Buy
+267,599
New +$3.73M 0.65% 131
2016
Q1
Sell
-519,291
Closed -$4.89M 428
2015
Q4
$4.89M Sell
519,291
-2,057,704
-80% -$20.4M 0.86% 77
2015
Q3
$21.2M Buy
+2,576,995
New +$33.8M 2.36% 27

Other funds holding XPO