MML Investors Services’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 |
-10,255
| Closed | -$122K | – | 2817 |
|
|
2024
Q4 | $122K | Sell |
10,255
-7,466
| -42% | -$88.8K | ﹤0.01% | 2590 |
|
|
2024
Q3 | $318K | Buy |
17,721
+362
| +2% | +$6.5K | ﹤0.01% | 2141 |
|
|
2024
Q2 | $305K | Buy |
17,359
+1,065
| +7% | +$18.7K | ﹤0.01% | 2074 |
|
|
2024
Q1 | $418K | Sell |
16,294
-1,203
| -7% | -$30.9K | ﹤0.01% | 1903 |
|
|
2023
Q4 | $456K | Sell |
17,497
-22
| -0.1% | -$573 | ﹤0.01% | 1810 |
|
|
2023
Q3 | $404K | Sell |
17,519
-1,659
| -9% | -$38.3K | ﹤0.01% | 1750 |
|
|
2023
Q2 | $450K | Buy |
19,178
+6,987
| +57% | +$164K | ﹤0.01% | 1696 |
|
|
2023
Q1 | $145K | Buy |
+12,191
| New | +$145K | ﹤0.01% | 1942 |
|