J.P. Morgan Private Wealth Advisors’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.5M | Sell |
20,142
-1,551
| -7% | -$116K | ﹤0.01% | 836 |
|
|
2023
Q2 | $1.28M | Sell |
21,693
-4,246
| -16% | -$251K | 0.01% | 697 |
|
|
2023
Q1 | $827K | Buy |
25,939
+601
| +2% | +$19.2K | ﹤0.01% | 1259 |
|
|
2022
Q4 | $844K | Sell |
25,338
-671
| -3% | -$22.3K | ﹤0.01% | 1228 |
|
|
2022
Q3 | $688K | Buy |
26,009
+567
| +2% | +$15K | ﹤0.01% | 1320 |
|
|
2022
Q2 | $728K | Buy |
25,442
+1,885
| +8% | +$53.9K | ﹤0.01% | 1294 |
|
|
2022
Q1 | $1.02M | Sell |
23,557
-2,705
| -10% | -$117K | ﹤0.01% | 1215 |
|
|
2021
Q4 | $1.21M | Buy |
26,262
+214
| +0.8% | +$9.84K | ﹤0.01% | 1149 |
|
|
2021
Q3 | $1.23M | Sell |
26,048
-83,085
| -76% | -$3.93M | ﹤0.01% | 1116 |
|
|
2021
Q2 | $5.28M | Buy |
109,133
+9,415
| +9% | +$456K | 0.01% | 580 |
|
|
2021
Q1 | $4.25M | Sell |
99,718
-6,445
| -6% | -$275K | 0.01% | 552 |
|
|
2020
Q4 | $4.38M | Sell |
106,163
-1,796
| -2% | -$74K | 0.01% | 517 |
|
|
2020
Q3 | $3.16M | Sell |
107,959
-410
| -0.4% | -$12K | 0.01% | 532 |
|
|
2020
Q2 | $2.9M | Sell |
108,369
-50,374
| -32% | -$1.35M | 0.01% | 488 |
|
|
2020
Q1 | $2.68M | Sell |
158,743
-69,969
| -31% | -$1.18M | 0.02% | 472 |
|
|
2019
Q4 | $6.3M | Sell |
228,712
-4,112
| -2% | -$113K | 0.03% | 382 |
|
|
2019
Q3 | $5.76M | Buy |
232,824
+1,154
| +0.5% | +$28.6K | 0.03% | 376 |
|
|
2019
Q2 | $4.63M | Buy |
+231,670
| New | +$4.63M | 0.03% | 404 |
|
|
2019
Q1 | – | Sell |
-29,394
| Closed | -$580K | – | 1521 |
|
|
2018
Q4 | $580K | Sell |
29,394
-17,022
| -37% | -$336K | ﹤0.01% | 915 |
|
|
2018
Q3 | $1.83M | Buy |
46,416
+2,863
| +7% | +$113K | 0.01% | 647 |
|
|
2018
Q2 | $1.51M | Buy |
43,553
+246
| +0.6% | +$8.52K | 0.01% | 659 |
|
|
2018
Q1 | $1.53M | Sell |
43,307
-2,449
| -5% | -$86.2K | 0.01% | 542 |
|
|
2017
Q4 | $1.45M | Hold |
45,756
| – | – | 0.01% | 563 |
|
|
2017
Q3 | $1.07M | Sell |
45,756
-3,690
| -7% | -$86.5K | 0.01% | 611 |
|
|
2017
Q2 | $1.11M | Buy |
+49,446
| New | +$1.11M | 0.01% | 595 |
|