JNBA Financial Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-100
| Closed | -$2K | – | 597 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 526 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 517 |
|
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 515 |
|
|
2019
Q3 | $3K | Sell |
100
-100
| -50% | -$3K | ﹤0.01% | 531 |
|
|
2019
Q2 | $7K | Buy |
200
+100
| +100% | +$3.5K | ﹤0.01% | 482 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 494 |
|
|
2018
Q4 | $2K | Buy |
100
+24
| +32% | +$480 | ﹤0.01% | 491 |
|
|
2018
Q3 | $2K | Sell |
76
-24
| -24% | -$632 | ﹤0.01% | 457 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 497 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 451 |
|
|
2017
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 436 |
|
|
2016
Q4 | – | Sell |
-1,281
| Closed | -$34K | – | 1374 |
|
|
2016
Q3 | $34K | Buy |
+1,281
| New | +$34K | 0.01% | 646 |
|