Operose Advisors’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-61
| Closed | -$1.09K | – | 650 |
|
|
2024
Q3 | $1.09K | Hold |
61
| – | – | ﹤0.01% | 587 |
|
|
2024
Q2 | $1.07K | Hold |
61
| – | – | ﹤0.01% | 555 |
|
|
2024
Q1 | $1.57K | Hold |
61
| – | – | ﹤0.01% | 599 |
|
|
2023
Q4 | $1.59K | Hold |
61
| – | – | ﹤0.01% | 562 |
|
|
2023
Q3 | $1.41K | Buy |
+61
| New | +$1.41K | ﹤0.01% | 718 |
|