KeyBank National Association’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-27,311
| Closed | -$480K | – | 1162 |
|
|
2024
Q2 | $480K | Sell |
27,311
-799
| -3% | -$14.1K | ﹤0.01% | 759 |
|
|
2024
Q1 | $721K | Sell |
28,110
-364
| -1% | -$9.34K | ﹤0.01% | 632 |
|
|
2023
Q4 | $742K | Sell |
28,474
-343
| -1% | -$8.94K | ﹤0.01% | 606 |
|
|
2023
Q3 | $664K | Sell |
28,817
-158
| -0.5% | -$3.64K | ﹤0.01% | 590 |
|
|
2023
Q2 | $680K | Sell |
28,975
-370
| -1% | -$8.68K | ﹤0.01% | 598 |
|
|
2023
Q1 | $348K | Buy |
29,345
+375
| +1% | +$4.45K | ﹤0.01% | 839 |
|
|
2022
Q4 | $444K | Buy |
28,970
+150
| +0.5% | +$2.3K | ﹤0.01% | 730 |
|
|
2022
Q3 | $548K | Sell |
28,820
-2,403
| -8% | -$45.7K | ﹤0.01% | 620 |
|
|
2022
Q2 | $561K | Sell |
31,223
-2,579
| -8% | -$46.3K | ﹤0.01% | 622 |
|
|
2022
Q1 | $1.02M | Buy |
33,802
+24,990
| +284% | +$752K | ﹤0.01% | 504 |
|
|
2021
Q4 | $253K | Buy |
+8,812
| New | +$253K | ﹤0.01% | 985 |
|