Mark Sheptoff Financial Planning’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,600
| Closed | -$23.4K | – | 400 |
|
|
2022
Q4 | $23.4K | Buy |
+1,600
| New | +$23.4K | 0.01% | 209 |
|
|
2015
Q3 | – | Sell |
-35
| Closed | -$1K | – | 449 |
|
|
2015
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 376 |
|
|
2014
Q2 | – | Sell |
-38
| Closed | -$1K | – | 366 |
|
|
2014
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 348 |
|