OWA
One Wealth Advisors’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,513
| Closed | -$268K | – | 104 |
|
|
2020
Q2 | $268K | Sell |
17,513
-2,147
| -11% | -$32.9K | 0.21% | 58 |
|
|
2020
Q1 | $372K | Buy |
19,660
+1,976
| +11% | +$37.4K | 0.37% | 35 |
|
|
2019
Q4 | $652K | Buy |
17,684
+6,195
| +54% | +$228K | 0.48% | 24 |
|
|
2019
Q3 | $344K | Buy |
11,489
+2,882
| +33% | +$86.3K | 0.3% | 51 |
|
|
2019
Q2 | $305K | Buy |
+8,607
| New | +$305K | 0.25% | 68 |
|