Peloton Wealth Strategists’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-50,322
| Closed | -$1.7M | – | 75 |
|
|
2015
Q1 | $1.7M | Sell |
50,322
-33,472
| -40% | -$1.13M | 1.32% | 36 |
|
|
2014
Q4 | $3.06M | Buy |
83,794
+494
| +0.6% | +$18K | 2.33% | 9 |
|
|
2014
Q3 | $2.9M | Buy |
+83,300
| New | +$2.9M | 2.29% | 9 |
|
|
2014
Q1 | – | Sell |
-82,276
| Closed | -$2.64M | – | 84 |
|
|
2013
Q4 | $2.64M | Sell |
82,276
-11,385
| -12% | -$365K | 2.13% | 13 |
|
|
2013
Q3 | $2.54M | Hold |
93,661
| – | – | 2.13% | 12 |
|
|
2013
Q2 | $2.24M | Buy |
+93,661
| New | +$2.24M | 2.01% | 19 |
|