Morningstar Investment Services’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-4,859
| Closed | -$169K | – | 231 |
|
2014
Q3 | $169K | Sell |
4,859
-17,489
| -78% | -$608K | 0.01% | 210 |
|
2014
Q2 | $733K | Sell |
22,348
-3,075
| -12% | -$101K | 0.04% | 154 |
|
2014
Q1 | $757K | Sell |
25,423
-581
| -2% | -$17.3K | 0.05% | 145 |
|
2013
Q4 | $834K | Buy |
26,004
+6,475
| +33% | +$208K | 0.06% | 154 |
|
2013
Q3 | $541K | Buy |
19,529
+6,697
| +52% | +$186K | 0.05% | 161 |
|
2013
Q2 | $307K | Buy |
+12,832
| New | +$307K | 0.03% | 173 |
|