Kestra Advisory Services’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-32,723
| Closed | -$478K | – | 2325 |
|
|
2022
Q4 | $478K | Buy |
32,723
+14,045
| +75% | +$205K | ﹤0.01% | 1438 |
|
|
2022
Q3 | $244K | Buy |
18,678
+2,496
| +15% | +$32.6K | ﹤0.01% | 1727 |
|
|
2022
Q2 | $240K | Buy |
16,182
+1,750
| +12% | +$26K | ﹤0.01% | 1787 |
|
|
2022
Q1 | $291K | Sell |
14,432
-130
| -0.9% | -$2.62K | ﹤0.01% | 1611 |
|
|
2021
Q4 | $330K | Buy |
14,562
+396
| +3% | +$8.97K | ﹤0.01% | 1551 |
|
|
2021
Q3 | $286K | Sell |
14,166
-62
| -0.4% | -$1.25K | ﹤0.01% | 1705 |
|
|
2021
Q2 | $334K | Buy |
14,228
+1,589
| +13% | +$37.3K | ﹤0.01% | 1504 |
|
|
2021
Q1 | $307K | Buy |
+12,639
| New | +$307K | ﹤0.01% | 1454 |
|