One Wealth Advisors’s XP XP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,107	Closed	-$234K	–	277
2024 Q1	$234K	Buy	+9,107	New	+$234K	0.04%	216
2023 Q1	–	Sell	-2,095	Closed	-$32.1K	–	613
2022 Q4	$32.1K	Buy	+2,095	New	+$32.1K	0.01%	467