Johnson Financial Group Inc (Wisconsin)’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-205
| Closed | -$3.68K | – | 1007 |
|
|
2024
Q3 | $3.68K | Hold |
205
| – | – | ﹤0.01% | 822 |
|
|
2024
Q2 | $3.61K | Hold |
205
| – | – | ﹤0.01% | 637 |
|
|
2024
Q1 | $5.26K | Hold |
205
| – | – | ﹤0.01% | 593 |
|
|
2023
Q4 | $5.35K | Buy |
+205
| New | +$5.35K | ﹤0.01% | 715 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 835 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 849 |
|