JGP Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,603
| Closed | -$495K | – | 170 |
|
|
2021
Q1 | $495K | Buy |
11,603
+428
| +4% | +$18.3K | 0.11% | 95 |
|
|
2020
Q4 | $456K | Buy |
11,175
+1,174
| +12% | +$47.9K | 0.11% | 95 |
|
|
2020
Q3 | $329K | Buy |
10,001
+1,758
| +21% | +$57.8K | 0.09% | 102 |
|
|
2020
Q2 | $226K | Buy |
+8,243
| New | +$226K | 0.07% | 118 |
|