JFS Wealth Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.5K | Hold |
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|
2025
Q2 | $29.8K | Buy |
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|
2025
Q1 | $25.3K | Hold |
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|
2024
Q4 | $30.8K | Hold |
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|
2024
Q3 | $25.3K | Buy |
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|
2024
Q2 | $24.7K | Hold |
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|
2024
Q1 | $28.4K | Hold |
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|
2023
Q4 | $20.4K | Hold |
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|
2023
Q3 | $17.4K | Buy |
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|
2023
Q2 | $4.48K | Hold |
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|
2023
Q1 | $2.42K | Buy |
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|
2022
Q4 | $433 | Sell |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $2K | Buy |
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