Northwestern Mutual Wealth Management’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-67
| Closed | -$1.18K | – | 3870 |
|
|
2024
Q2 | $1.18K | Buy |
+67
| New | +$1.18K | ﹤0.01% | 3199 |
|
|
2023
Q3 | – | Sell |
-70
| Closed | -$1.64K | – | 3560 |
|
|
2023
Q2 | $1.64K | Sell |
70
-60
| -46% | -$1.41K | ﹤0.01% | 3020 |
|
|
2023
Q1 | $1.54K | Buy |
130
+119
| +1,082% | +$1.41K | ﹤0.01% | 2968 |
|
|
2022
Q4 | $168 | Buy |
+11
| New | +$168 | ﹤0.01% | 3194 |
|
|
2022
Q3 | – | Sell |
-64
| Closed | -$1K | – | 3434 |
|
|
2022
Q2 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 3101 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | -$1K | – | 3443 |
|
|
2021
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 3076 |
|