Kestra Private Wealth Services’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,909
| Closed | -$205K | – | 1684 |
|
|
2025
Q1 | $205K | Sell |
14,909
-833
| -5% | -$11.5K | ﹤0.01% | 1378 |
|
|
2024
Q4 | $187K | Sell |
15,742
-7,928
| -33% | -$93.9K | ﹤0.01% | 1322 |
|
|
2024
Q3 | $425K | Buy |
23,670
+2,930
| +14% | +$52.6K | 0.01% | 945 |
|
|
2024
Q2 | $365K | Buy |
20,740
+5,575
| +37% | +$98.1K | 0.01% | 964 |
|
|
2024
Q1 | $389K | Buy |
15,165
+2,528
| +20% | +$64.9K | 0.01% | 903 |
|
|
2023
Q4 | $329K | Sell |
12,637
-7,471
| -37% | -$195K | 0.01% | 903 |
|
|
2023
Q3 | $463K | Sell |
20,108
-1,759
| -8% | -$40.5K | 0.01% | 694 |
|
|
2023
Q2 | $513K | Sell |
21,867
-604
| -3% | -$14.2K | 0.02% | 627 |
|
|
2023
Q1 | $267K | Buy |
+22,471
| New | +$267K | 0.01% | 827 |
|