Next Financial Group’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Sell |
56
-13
| -19% | -$464 | ﹤0.01% | 2662 |
|
|
2021
Q3 | $3K | Sell |
69
-1,299
| -95% | -$56.5K | ﹤0.01% | 2421 |
|
|
2021
Q2 | $66K | Buy |
1,368
+96
| +8% | +$4.63K | 0.01% | 1278 |
|
|
2021
Q1 | $54K | Hold |
1,272
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q4 | $52K | Buy |
+1,272
| New | +$52K | 0.01% | 1194 |
|
|
2020
Q2 | – | Sell |
-1,047
| Closed | -$18K | – | 1922 |
|
|
2020
Q1 | $18K | Sell |
1,047
-694
| -40% | -$11.9K | ﹤0.01% | 1321 |
|
|
2019
Q4 | $48K | Sell |
1,741
-1,136
| -39% | -$31.3K | 0.01% | 1205 |
|
|
2019
Q3 | $71K | Buy |
2,877
+627
| +28% | +$15.5K | 0.01% | 1027 |
|
|
2019
Q2 | $45K | Sell |
2,250
-173
| -7% | -$3.46K | ﹤0.01% | 1204 |
|
|
2019
Q1 | $45K | Sell |
2,423
-10,640
| -81% | -$198K | 0.01% | 765 |
|
|
2018
Q4 | $258K | Buy |
13,063
+9,790
| +299% | +$193K | 0.05% | 331 |
|
|
2018
Q3 | $129K | Buy |
+3,273
| New | +$129K | 0.06% | 296 |
|
|
2017
Q4 | – | Sell |
-665
| Closed | -$15K | – | 1446 |
|
|
2017
Q3 | $15K | Hold |
665
| – | – | ﹤0.01% | 1072 |
|
|
2017
Q2 | $15K | Hold |
665
| – | – | ﹤0.01% | 1190 |
|
|
2017
Q1 | $11K | Hold |
665
| – | – | ﹤0.01% | 1256 |
|
|
2016
Q4 | $10K | Hold |
665
| – | – | ﹤0.01% | 1667 |
|
|
2016
Q3 | $8K | Hold |
665
| – | – | ﹤0.01% | 1778 |
|
|
2016
Q2 | $6K | Hold |
665
| – | – | ﹤0.01% | 1380 |
|
|
2016
Q1 | $7K | Hold |
665
| – | – | ﹤0.01% | 1296 |
|
|
2015
Q4 | $6K | Sell |
665
-1,446
| -68% | -$13K | ﹤0.01% | 1349 |
|
|
2015
Q3 | $17K | Hold |
2,111
| – | – | 0.01% | 1023 |
|
|
2015
Q2 | $32K | Hold |
2,111
| – | – | 0.01% | 829 |
|
|
2015
Q1 | $33K | Buy |
2,111
+1,822
| +630% | +$28.5K | 0.01% | 812 |
|
|
2014
Q4 | $4K | Hold |
289
| – | – | ﹤0.01% | 1601 |
|
|
2014
Q3 | $4K | Buy |
+289
| New | +$4K | ﹤0.01% | 2173 |
|