JP Morgan Private Wealth Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $827K | Buy |
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|
2022
Q4 | $844K | Sell |
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|
2022
Q3 | $688K | Buy |
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|
2022
Q2 | $728K | Buy |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $5.28M | Buy |
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|
2021
Q1 | $4.25M | Sell |
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|
2020
Q4 | $4.38M | Sell |
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|
2020
Q3 | $3.16M | Sell |
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|
2020
Q2 | $2.9M | Sell |
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|
2020
Q1 | $2.68M | Sell |
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|
2019
Q4 | $6.3M | Sell |
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|
2019
Q3 | $5.76M | Buy |
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|
2019
Q2 | $4.63M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $580K | Sell |
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|
2018
Q3 | $1.83M | Buy |
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|
2018
Q2 | $1.51M | Buy |
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|
2018
Q1 | $1.52M | Sell |
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|
2017
Q4 | $1.45M | Hold |
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|
2017
Q3 | $1.07M | Sell |
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|
2017
Q2 | $1.1M | Buy |
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