Perigon Wealth Management’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-416
| Closed | -$12K | – | 603 |
|
|
2018
Q1 | $12K | Hold |
416
| – | – | ﹤0.01% | 497 |
|
|
2017
Q4 | $12K | Buy |
416
+223
| +116% | +$6.43K | ﹤0.01% | 480 |
|
|
2017
Q3 | $6K | Hold |
193
| – | – | ﹤0.01% | 545 |
|
|
2017
Q2 | $6K | Sell |
193
-621
| -76% | -$19.3K | ﹤0.01% | 525 |
|
|
2017
Q1 | $24K | Sell |
814
-312
| -28% | -$9.2K | 0.01% | 456 |
|
|
2016
Q4 | $22K | Buy |
1,126
+236
| +27% | +$4.61K | ﹤0.01% | 457 |
|
|
2016
Q3 | $24K | Buy |
890
+294
| +49% | +$7.93K | 0.01% | 381 |
|
|
2016
Q2 | $15K | Buy |
+596
| New | +$15K | ﹤0.01% | 356 |
|