JFS Wealth Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-198
| Closed | -$2.06K | – | 2002 |
|
|
2024
Q3 | $2.06K | Sell |
198
-38
| -16% | -$395 | ﹤0.01% | 1479 |
|
|
2024
Q2 | $2.74K | Buy |
236
+129
| +121% | +$1.5K | ﹤0.01% | 1313 |
|
|
2024
Q1 | $1.92K | Buy |
107
+4
| +4% | +$72 | ﹤0.01% | 1458 |
|
|
2023
Q4 | $1.89K | Sell |
103
-67
| -39% | -$1.23K | ﹤0.01% | 1467 |
|
|
2023
Q3 | $2.67K | Hold |
170
| – | – | ﹤0.01% | 1247 |
|
|
2023
Q2 | $2.53K | Hold |
170
| – | – | ﹤0.01% | 1295 |
|
|
2023
Q1 | $2.62K | Buy |
170
+3
| +2% | +$46 | ﹤0.01% | 1266 |
|
|
2022
Q4 | $2.44K | Sell |
167
-46
| -22% | -$672 | ﹤0.01% | 1297 |
|
|
2022
Q3 | $3K | Buy |
213
+169
| +384% | +$2.38K | ﹤0.01% | 1257 |
|
|
2022
Q2 | $1K | Sell |
44
-103
| -70% | -$2.34K | ﹤0.01% | 1683 |
|
|
2022
Q1 | $3K | Buy |
147
+93
| +172% | +$1.9K | ﹤0.01% | 1339 |
|
|
2021
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 1622 |
|
|
2019
Q2 | – | Sell |
-552
| Closed | -$18K | – | 488 |
|
|
2019
Q1 | $18K | Sell |
552
-277
| -33% | -$9.03K | ﹤0.01% | 310 |
|
|
2018
Q4 | $16K | Sell |
829
-4,054
| -83% | -$78.2K | ﹤0.01% | 307 |
|
|
2018
Q3 | $132K | Sell |
4,883
-283
| -5% | -$7.65K | 0.03% | 171 |
|
|
2018
Q2 | $124K | Sell |
5,166
-236
| -4% | -$5.67K | 0.03% | 175 |
|
|
2018
Q1 | $155K | Sell |
5,402
-211
| -4% | -$6.05K | 0.04% | 155 |
|
|
2017
Q4 | $164K | Buy |
5,613
+1
| +0% | +$29 | 0.04% | 154 |
|
|
2017
Q3 | $187K | Sell |
5,612
-403
| -7% | -$13.4K | 0.05% | 134 |
|
|
2017
Q2 | $173K | Buy |
+6,015
| New | +$173K | 0.05% | 132 |
|
|
2016
Q3 | – | Sell |
-152
| Closed | -$4K | – | 520 |
|
|
2016
Q2 | $4K | Hold |
152
| – | – | ﹤0.01% | 446 |
|
|
2016
Q1 | $4K | Hold |
152
| – | – | ﹤0.01% | 469 |
|
|
2015
Q4 | $4K | Hold |
152
| – | – | ﹤0.01% | 472 |
|
|
2015
Q3 | $4K | Hold |
152
| – | – | ﹤0.01% | 410 |
|
|
2015
Q2 | $4K | Hold |
152
| – | – | ﹤0.01% | 426 |
|
|
2015
Q1 | $5K | Hold |
152
| – | – | ﹤0.01% | 417 |
|
|
2014
Q4 | $6K | Hold |
152
| – | – | ﹤0.01% | 427 |
|
|
2014
Q3 | $5K | Hold |
152
| – | – | ﹤0.01% | 387 |
|
|
2014
Q2 | $5K | Buy |
+152
| New | +$5K | ﹤0.01% | 376 |
|
|
2013
Q3 | – | Sell |
-14,109
| Closed | -$337K | – | 130 |
|
|
2013
Q2 | $337K | Buy |
+14,109
| New | +$337K | 0.17% | 81 |
|