MWC
MBM Wealth Consultants’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-40
| Closed | -$1K | – | 280 |
|
|
2023
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 275 |
|
|
2022
Q4 | $1K | Sell |
40
-583
| -94% | -$14.6K | ﹤0.01% | 345 |
|
|
2022
Q3 | $29K | Sell |
623
-42
| -6% | -$1.96K | 0.01% | 175 |
|
|
2022
Q2 | $32K | Hold |
665
| – | – | 0.02% | 177 |
|
|
2022
Q1 | $48K | Sell |
665
-235
| -26% | -$17K | 0.02% | 183 |
|
|
2021
Q4 | $70K | Sell |
900
-2,715
| -75% | -$211K | 0.03% | 141 |
|
|
2021
Q3 | $288K | Buy |
3,615
+161
| +5% | +$12.8K | 0.13% | 80 |
|
|
2021
Q2 | $483K | Sell |
3,454
-173
| -5% | -$24.2K | 0.23% | 55 |
|
|
2021
Q1 | $448K | Sell |
3,627
-140
| -4% | -$17.3K | 0.23% | 54 |
|
|
2020
Q4 | $449K | Sell |
3,767
-296
| -7% | -$35.3K | 0.24% | 49 |
|
|
2020
Q3 | $344K | Buy |
4,063
+304
| +8% | +$25.7K | 0.22% | 58 |
|
|
2020
Q2 | $290K | Sell |
3,759
-801
| -18% | -$61.8K | 0.2% | 66 |
|
|
2020
Q1 | $222K | Buy |
4,560
+377
| +9% | +$18.4K | 0.18% | 74 |
|
|
2019
Q4 | $334K | Buy |
+4,183
| New | +$334K | 0.25% | 75 |
|