Legacy Wealth Asset Management’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $607K | Buy |
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|
2025
Q2 | $642K | Buy |
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|
2025
Q1 | $436K | Buy |
|
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|
2024
Q4 | $270K | Sell |
|
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|
2024
Q3 | $498K | Buy |
|
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|
2024
Q2 | $482K | Buy |
|
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|
2024
Q1 | $670K | Sell |
|
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|
2023
Q4 | $739K | Sell |
|
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|
2023
Q3 | $673K | Sell |
|
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|
2023
Q2 | $725K | Sell |
|
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|
2023
Q1 | $375K | Buy |
|
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|
2022
Q4 | $418K | Buy |
|
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $533K | Buy |
|
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|
2022
Q1 | $729K | Buy |
|