Pin Oak Investment Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-349
| Closed | -$9K | – | 494 |
|
|
2024
Q1 | $9K | Hold |
349
| – | – | 0.01% | 344 |
|
|
2023
Q4 | $9K | Hold |
349
| – | – | 0.01% | 346 |
|
|
2023
Q3 | $8K | Hold |
349
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $8K | Hold |
349
| – | – | 0.01% | 342 |
|
|
2023
Q1 | $4K | Hold |
349
| – | – | ﹤0.01% | 382 |
|
|
2022
Q4 | $5K | Hold |
349
| – | – | 0.01% | 357 |
|
|
2022
Q3 | $7K | Hold |
349
| – | – | 0.01% | 306 |
|
|
2022
Q2 | $6K | Hold |
349
| – | – | 0.01% | 339 |
|
|
2022
Q1 | $11K | Hold |
349
| – | – | 0.01% | 324 |
|
|
2021
Q4 | $10K | Buy |
+349
| New | +$10K | 0.01% | 322 |
|