Miracle Mile Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-7,839
| Closed | -$315K | – | 483 |
|
2021
Q3 | $315K | Sell |
7,839
-119
| -1% | -$4.78K | 0.02% | 355 |
|
2021
Q2 | $347K | Sell |
7,958
-250
| -3% | -$10.9K | 0.02% | 304 |
|
2021
Q1 | $309K | Sell |
8,208
-273
| -3% | -$10.3K | 0.02% | 313 |
|
2020
Q4 | $336K | Buy |
8,481
+331
| +4% | +$13.1K | 0.02% | 296 |
|
2020
Q3 | $340K | Hold |
8,150
| – | – | 0.02% | 273 |
|
2020
Q2 | $342K | Buy |
+8,150
| New | +$342K | 0.03% | 252 |
|