Plante Moran Financial Advisors’s XL Group Ltd. XL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-15
| Closed | -$1K | – | 803 |
|
|
2015
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 720 |
|
|
2015
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 714 |
|
|
2014
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 803 |
|
|
2014
Q3 | $0 | Sell |
15
-85
| -85% | – | ﹤0.01% | 923 |
|
|
2014
Q2 | $3K | Buy |
100
+15
| +18% | +$450 | ﹤0.01% | 751 |
|
|
2014
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 548 |
|
|
2013
Q4 | $3K | Hold |
85
| – | – | ﹤0.01% | 610 |
|
|
2013
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 544 |
|
|
2013
Q2 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 526 |
|