Mather Group’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10
| Closed | -$119 | – | 1872 |
|
|
2024
Q4 | $119 | Sell |
10
-28
| -74% | -$333 | ﹤0.01% | 1717 |
|
|
2024
Q3 | $681 | Sell |
38
-868
| -96% | -$15.6K | ﹤0.01% | 1588 |
|
|
2024
Q2 | $23.2K | Sell |
906
-3
| -0.3% | -$77 | ﹤0.01% | 1233 |
|
|
2024
Q1 | $23.7K | Buy |
+909
| New | +$23.7K | ﹤0.01% | 1029 |
|