Orion Portfolio Solutions’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,825
| Closed | -$226K | – | 1817 |
|
|
2024
Q1 | $226K | Buy |
8,825
+121
| +1% | +$3.11K | ﹤0.01% | 1569 |
|
|
2023
Q4 | $229K | Sell |
8,704
-726
| -8% | -$19.1K | ﹤0.01% | 1520 |
|
|
2023
Q3 | $217K | Buy |
9,430
+470
| +5% | +$10.8K | ﹤0.01% | 1519 |
|
|
2023
Q2 | $210K | Buy |
+8,960
| New | +$210K | ﹤0.01% | 1545 |
|