JFS Wealth Advisors’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1K | Hold |
623
| – | – | ﹤0.01% | 834 |
|
|
2025
Q1 | $12.9K | Hold |
623
| – | – | ﹤0.01% | 797 |
|
|
2024
Q4 | $7.36K | Buy |
623
+47
| +8% | +$556 | ﹤0.01% | 962 |
|
|
2024
Q3 | $7.02K | Buy |
576
+405
| +237% | +$4.93K | ﹤0.01% | 987 |
|
|
2024
Q2 | $1.25K | Buy |
+171
| New | +$1.25K | ﹤0.01% | 1610 |
|
|
2024
Q1 | – | Sell |
-46
| Closed | -$672 | – | 2041 |
|
|
2023
Q4 | $672 | Buy |
46
+1
| +2% | +$15 | ﹤0.01% | 1743 |
|
|
2023
Q3 | $827 | Buy |
+45
| New | +$827 | ﹤0.01% | 1639 |
|