Park Avenue Securities’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27,643
| Closed | -$496K | – | 1526 |
|
|
2024
Q3 | $496K | Buy |
27,643
+2,635
| +11% | +$47.3K | 0.01% | 970 |
|
|
2024
Q2 | $440K | Buy |
25,008
+3,156
| +14% | +$55.5K | 0.01% | 1020 |
|
|
2024
Q1 | $561K | Buy |
21,852
+1,677
| +8% | +$43.1K | 0.01% | 909 |
|
|
2023
Q4 | $526K | Buy |
20,175
+1,272
| +7% | +$33.2K | 0.01% | 888 |
|
|
2023
Q3 | $436K | Sell |
18,903
-3,794
| -17% | -$87.5K | 0.01% | 895 |
|
|
2023
Q2 | $532K | Buy |
+22,697
| New | +$532K | 0.01% | 619 |
|
|
2022
Q3 | – | Sell |
-10,380
| Closed | -$186K | – | 1174 |
|
|
2022
Q2 | $186K | Buy |
10,380
+2,867
| +38% | +$51.4K | ﹤0.01% | 1071 |
|
|
2022
Q1 | $226K | Buy |
+7,513
| New | +$226K | ﹤0.01% | 1047 |
|