Petrus Trust Company’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+11,130
| New | +$225K | 0.02% | 433 |
|
|
2025
Q1 | – | Sell |
-11,277
| Closed | -$134K | – | 805 |
|
|
2024
Q4 | $134K | Buy |
+11,277
| New | +$134K | 0.01% | 565 |
|
|
2024
Q2 | – | Sell |
-8,247
| Closed | -$212K | – | 778 |
|
|
2024
Q1 | $212K | Buy |
+8,247
| New | +$212K | 0.02% | 564 |
|