Paloma Partners’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-162,025
| Closed | -$4.66M | – | 1799 |
|
|
2021
Q4 | $4.66M | Buy |
162,025
+149,393
| +1,183% | +$4.29M | 0.07% | 158 |
|
|
2021
Q3 | $507K | Buy |
12,632
+7,882
| +166% | +$316K | 0.01% | 450 |
|
|
2021
Q2 | $207K | Sell |
4,750
-9,618
| -67% | -$419K | ﹤0.01% | 1302 |
|
|
2021
Q1 | $541K | Sell |
14,368
-20,161
| -58% | -$759K | 0.01% | 886 |
|
|
2020
Q4 | $1.37M | Buy |
34,529
+22,582
| +189% | +$897K | 0.04% | 327 |
|
|
2020
Q3 | $498K | Sell |
11,947
-9,270
| -44% | -$386K | 0.01% | 1032 |
|
|
2020
Q2 | $891K | Buy |
+21,217
| New | +$891K | 0.02% | 860 |
|