Madison Asset Management’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-128,632
| Closed | -$1.97M | – | 322 |
|
|
2022
Q4 | $1.97M | Buy |
128,632
+10,105
| +9% | +$155K | 0.03% | 248 |
|
|
2022
Q3 | $2.25M | Sell |
118,527
-5,766
| -5% | -$110K | 0.04% | 239 |
|
|
2022
Q2 | $2.23M | Buy |
124,293
+15,433
| +14% | +$277K | 0.03% | 253 |
|
|
2022
Q1 | $3.28M | Buy |
108,860
+2,527
| +2% | +$76.1K | 0.05% | 217 |
|
|
2021
Q4 | $3.06M | Buy |
+106,333
| New | +$3.06M | 0.04% | 233 |
|