Moneta Group Investment Advisors’s XL Group Ltd. XL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,650
| Closed | -$60K | – | 525 |
|
|
2015
Q3 | $60K | Buy |
+1,650
| New | +$60K | 0.02% | 216 |
|
|
2015
Q1 | – | Sell |
-6,720
| Closed | -$231K | – | 148 |
|
|
2014
Q4 | $231K | Sell |
6,720
-190
| -3% | -$6.53K | 0.11% | 127 |
|
|
2014
Q3 | $229K | Buy |
6,910
+40
| +0.6% | +$1.33K | 0.12% | 124 |
|
|
2014
Q2 | $225K | Sell |
6,870
-500
| -7% | -$16.4K | 0.12% | 125 |
|
|
2014
Q1 | $230K | Sell |
7,370
-465
| -6% | -$14.5K | 0.14% | 112 |
|
|
2013
Q4 | $249K | Sell |
7,835
-2,150
| -22% | -$68.3K | 0.15% | 108 |
|
|
2013
Q3 | $308K | Sell |
9,985
-975
| -9% | -$30.1K | 0.2% | 86 |
|
|
2013
Q2 | $332K | Buy |
+10,960
| New | +$332K | 0.23% | 78 |
|