Outlook Wealth Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
23,702
-590
| -2% | -$11.9K | 0.12% | 152 |
|
|
2025
Q1 | $334K | Buy |
24,292
+511
| +2% | +$7.03K | 0.09% | 212 |
|
|
2024
Q4 | $282K | Buy |
23,781
+7,629
| +47% | +$90.4K | 0.08% | 220 |
|
|
2024
Q3 | $290K | Buy |
16,152
+2,603
| +19% | +$46.7K | 0.08% | 221 |
|
|
2024
Q2 | $238K | Sell |
13,549
-282
| -2% | -$4.96K | 0.07% | 242 |
|
|
2024
Q1 | $355K | Buy |
13,831
+2,393
| +21% | +$61.4K | 0.11% | 181 |
|
|
2023
Q4 | $298K | Buy |
+11,438
| New | +$298K | 0.1% | 172 |
|