JFS Wealth Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8K | Buy |
236
+1
| +0.4% | +$126 | ﹤0.01% | 569 |
|
|
2025
Q1 | $25.3K | Hold |
235
| – | – | ﹤0.01% | 612 |
|
|
2024
Q4 | $30.8K | Hold |
235
| – | – | ﹤0.01% | 545 |
|
|
2024
Q3 | $25.3K | Buy |
235
+2
| +0.9% | +$215 | ﹤0.01% | 594 |
|
|
2024
Q2 | $24.7K | Hold |
233
| – | – | ﹤0.01% | 560 |
|
|
2024
Q1 | $28.4K | Hold |
233
| – | – | ﹤0.01% | 544 |
|
|
2023
Q4 | $20.4K | Hold |
233
| – | – | ﹤0.01% | 578 |
|
|
2023
Q3 | $17.4K | Buy |
233
+157
| +207% | +$11.7K | ﹤0.01% | 578 |
|
|
2023
Q2 | $4.48K | Hold |
76
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q1 | $2.43K | Buy |
76
+63
| +485% | +$2.01K | ﹤0.01% | 1289 |
|
|
2022
Q4 | $433 | Sell |
13
-9
| -41% | -$300 | ﹤0.01% | 1750 |
|
|
2022
Q3 | $1K | Buy |
22
+10
| +83% | +$455 | ﹤0.01% | 1682 |
|
|
2022
Q2 | $0 | Sell |
12
-87
| -88% | – | ﹤0.01% | 1958 |
|
|
2022
Q1 | $4K | Buy |
99
+62
| +168% | +$2.51K | ﹤0.01% | 1190 |
|
|
2021
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 1201 |
|