J.W. Cole Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,232
| Closed | -$272K | – | 954 |
|
|
2024
Q1 | $272K | Buy |
+2,232
| New | +$272K | 0.01% | 724 |
|
|
2022
Q2 | – | Sell |
-5,145
| Closed | -$223K | – | 832 |
|
|
2022
Q1 | $223K | Buy |
5,145
+480
| +10% | +$20.8K | 0.01% | 718 |
|
|
2021
Q4 | $215K | Buy |
+4,665
| New | +$215K | 0.01% | 761 |
|
|
2021
Q3 | – | Sell |
-5,910
| Closed | -$286K | – | 808 |
|
|
2021
Q2 | $286K | Buy |
5,910
+1,214
| +26% | +$58.7K | 0.02% | 595 |
|
|
2021
Q1 | $200K | Buy |
+4,696
| New | +$200K | 0.02% | 631 |
|