Mascoma Wealth Management’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50
| Closed | -$581 | – | 506 |
|
|
2024
Q2 | $581 | Hold |
50
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $895 | Hold |
50
| – | – | ﹤0.01% | 438 |
|
|
2023
Q4 | $917 | Hold |
50
| – | – | ﹤0.01% | 452 |
|
|
2023
Q3 | $785 | Hold |
50
| – | – | ﹤0.01% | 486 |
|
|
2023
Q2 | $785 | Hold |
50
| – | – | ﹤0.01% | 464 |
|
|
2023
Q1 | $784 | Hold |
50
| – | – | ﹤0.01% | 568 |
|
|
2022
Q4 | $730 | Sell |
50
-291
| -85% | -$4.25K | ﹤0.01% | 593 |
|
|
2022
Q3 | $4K | Hold |
341
| – | – | ﹤0.01% | 512 |
|
|
2022
Q2 | $5K | Hold |
341
| – | – | ﹤0.01% | 508 |
|
|
2022
Q1 | $7K | Hold |
341
| – | – | ﹤0.01% | 483 |
|
|
2021
Q4 | $8K | Hold |
341
| – | – | ﹤0.01% | 425 |
|
|
2021
Q3 | $7K | Buy |
+341
| New | +$7K | ﹤0.01% | 368 |
|
|
2021
Q2 | – | Sell |
-341
| Closed | -$8K | – | 440 |
|
|
2021
Q1 | $8K | Buy |
+341
| New | +$8K | ﹤0.01% | 358 |
|
|
2019
Q3 | – | Sell |
-341
| Closed | -$12K | – | 352 |
|
|
2019
Q2 | $12K | Hold |
341
| – | – | 0.01% | 256 |
|
|
2019
Q1 | $11K | Hold |
341
| – | – | 0.01% | 264 |
|
|
2018
Q4 | $7K | Hold |
341
| – | – | 0.01% | 284 |
|
|
2018
Q3 | $9K | Hold |
341
| – | – | 0.01% | 293 |
|
|
2018
Q2 | $8K | Hold |
341
| – | – | 0.01% | 290 |
|
|
2018
Q1 | $10K | Hold |
341
| – | – | 0.01% | 275 |
|
|
2017
Q4 | $11K | Buy |
341
+175
| +105% | +$5.65K | 0.01% | 258 |
|
|
2017
Q3 | $6K | Hold |
166
| – | – | ﹤0.01% | 316 |
|
|
2017
Q2 | $5K | Hold |
166
| – | – | ﹤0.01% | 328 |
|
|
2017
Q1 | $5K | Sell |
166
-86
| -34% | -$2.59K | ﹤0.01% | 302 |
|
|
2016
Q4 | $6K | Buy |
+252
| New | +$6K | ﹤0.01% | 295 |
|