Mark Sheptoff Financial Planning’s Xoma XOMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,600
Closed -$46K 367
2018
Q3
$46K Sell
2,600
-300
-10% -$5.31K 0.03% 169
2018
Q2
$61K Buy
2,900
+1,400
+93% +$29.4K 0.05% 144
2018
Q1
$30K Buy
1,500
+700
+88% +$14K 0.02% 203
2017
Q4
$28K Buy
+800
New +$28K 0.02% 217