Pathstone Family Office’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $860K | Buy |
46,850
+12,703
| +37% | +$233K | 0.01% | 785 |
|
|
2023
Q2 | $458K | Buy |
34,147
+8,614
| +34% | +$116K | 0.01% | 790 |
|
|
2023
Q1 | $284K | Buy |
+25,533
| New | +$284K | ﹤0.01% | 936 |
|
|
2022
Q4 | – | Sell |
-37,498
| Closed | -$448K | – | 1579 |
|
|
2022
Q3 | $448K | Buy |
37,498
+18,297
| +95% | +$219K | ﹤0.01% | 1114 |
|
|
2022
Q2 | $609K | Buy |
+19,201
| New | +$609K | 0.01% | 499 |
|