Litman Gregory Wealth Management’s XCELERA INC XLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-150
Closed 275
2019
Q3
$0 Buy
+150
New ﹤0.01% 245

Litman Gregory Wealth Management's XLA Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of XCELERA INC (XLA) in Q4 2019, closing a stake of 150 shares.

Litman Gregory Wealth Management first reported a position in XLA in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 1 fund tracked by Wall St. Rank holds XLA as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining XCELERA INC position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 150 XCELERA INC shares in Q4 2019.
  • Litman Gregory Wealth Management first reported a position in XCELERA INC in Q3 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's XCELERA INC position peaked at $0 in Q3 2019.
  • 1 fund tracked by Wall St. Rank held XCELERA INC as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.