Kingswood Wealth Advisors’s GXO Logistics GXO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,311
Closed -$203K 650
2023
Q4
$203K Sell
3,311
-1,355
-29% -$82.9K 0.02% 578
2023
Q3
$274K Sell
4,666
-902
-16% -$52.9K 0.05% 338
2023
Q2
$350K Buy
+5,568
New +$350K 0.11% 176