MBL Wealth’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Hold |
19,884
| – | – | 0.03% | 173 |
|
|
2025
Q1 | $412K | Hold |
19,884
| – | – | 0.04% | 147 |
|
|
2024
Q4 | $235K | Buy |
19,884
+11
| +0.1% | +$130 | 0.02% | 198 |
|
|
2024
Q3 | $242K | Buy |
19,873
+338
| +2% | +$4.12K | 0.03% | 179 |
|
|
2024
Q2 | $143K | Hold |
19,535
| – | – | 0.02% | 196 |
|
|
2024
Q1 | $150K | Hold |
19,535
| – | – | 0.02% | 193 |
|
|
2023
Q4 | $285K | Buy |
19,535
+29
| +0.1% | +$423 | 0.04% | 140 |
|
|
2023
Q3 | $358K | Hold |
19,506
| – | – | 0.05% | 127 |
|
|
2023
Q2 | $262K | Buy |
19,506
+256
| +1% | +$3.44K | 0.04% | 144 |
|
|
2023
Q1 | $214K | Hold |
19,250
| – | – | 0.03% | 147 |
|
|
2022
Q4 | $191K | Hold |
19,250
| – | – | 0.04% | 157 |
|
|
2022
Q3 | $230K | Hold |
19,250
| – | – | 0.05% | 140 |
|
|
2022
Q2 | $611K | Buy |
19,250
+10
| +0.1% | +$317 | 0.15% | 80 |
|
|
2022
Q1 | $531K | Buy |
+19,240
| New | +$531K | 0.13% | 98 |
|
|
2021
Q3 | $682K | Buy |
+19,200
| New | +$682K | 0.24% | 55 |
|
|
2021
Q1 | $701K | Buy |
+19,200
| New | +$701K | 0.24% | 63 |
|