NewEdge Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
593
| – | – | ﹤0.01% | 3139 |
|
|
2025
Q1 | $8.16K | Sell |
593
-410
| -41% | -$5.64K | ﹤0.01% | 3169 |
|
|
2024
Q4 | $11.9K | Hold |
1,003
| – | – | ﹤0.01% | 2980 |
|
|
2024
Q3 | $18K | Hold |
1,003
| – | – | ﹤0.01% | 2748 |
|
|
2024
Q2 | $17.6K | Sell |
1,003
-14
| -1% | -$246 | ﹤0.01% | 2663 |
|
|
2024
Q1 | $26.1K | Sell |
1,017
-52
| -5% | -$1.33K | ﹤0.01% | 2529 |
|
|
2023
Q4 | $27.9K | Sell |
1,069
-115
| -10% | -$3K | ﹤0.01% | 2443 |
|
|
2023
Q3 | $27.3K | Buy |
1,184
+361
| +44% | +$8.32K | ﹤0.01% | 2289 |
|
|
2023
Q2 | $19.3K | Buy |
+823
| New | +$19.3K | ﹤0.01% | 2391 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | -$107 | – | 4193 |
|
|
2022
Q4 | $107 | Buy |
+7
| New | +$107 | ﹤0.01% | 3364 |
|