Plante Moran Financial Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20
| Closed | – | – | 1162 |
|
|
2020
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1044 |
|
|
2019
Q3 | – | Sell |
-153
| Closed | -$5K | – | 922 |
|
|
2019
Q2 | $5K | Hold |
153
| – | – | ﹤0.01% | 655 |
|
|
2019
Q1 | $5K | Hold |
153
| – | – | ﹤0.01% | 643 |
|
|
2018
Q4 | $3K | Hold |
153
| – | – | ﹤0.01% | 674 |
|
|
2018
Q3 | $4K | Hold |
153
| – | – | ﹤0.01% | 621 |
|
|
2018
Q2 | $4K | Sell |
153
-143
| -48% | -$3.74K | ﹤0.01% | 664 |
|
|
2018
Q1 | $9K | Buy |
296
+153
| +107% | +$4.65K | ﹤0.01% | 630 |
|
|
2017
Q4 | $4K | Hold |
143
| – | – | ﹤0.01% | 738 |
|
|
2017
Q3 | $5K | Hold |
143
| – | – | ﹤0.01% | 663 |
|
|
2017
Q2 | $4K | Sell |
143
-1
| -0.7% | -$28 | ﹤0.01% | 704 |
|
|
2017
Q1 | $4K | Sell |
144
-74
| -34% | -$2.06K | ﹤0.01% | 742 |
|
|
2016
Q4 | $5K | Sell |
218
-69
| -24% | -$1.58K | ﹤0.01% | 727 |
|
|
2016
Q3 | $8K | Hold |
287
| – | – | 0.01% | 628 |
|
|
2016
Q2 | $7K | Hold |
287
| – | – | 0.01% | 584 |
|
|
2016
Q1 | $8K | Hold |
287
| – | – | 0.01% | 523 |
|
|
2015
Q4 | $8K | Hold |
287
| – | – | 0.01% | 623 |
|
|
2015
Q3 | $7K | Sell |
287
-243
| -46% | -$5.93K | 0.01% | 542 |
|
|
2015
Q2 | $15K | Hold |
530
| – | – | 0.01% | 465 |
|
|
2015
Q1 | $18K | Hold |
530
| – | – | 0.01% | 423 |
|
|
2014
Q4 | $19K | Hold |
530
| – | – | 0.01% | 412 |
|
|
2014
Q3 | $18K | Buy |
530
+169
| +47% | +$5.74K | 0.02% | 425 |
|
|
2014
Q2 | $12K | Buy |
361
+287
| +388% | +$9.54K | 0.01% | 485 |
|
|
2014
Q1 | $2K | Hold |
74
| – | – | ﹤0.01% | 564 |
|
|
2013
Q4 | $2K | Hold |
74
| – | – | ﹤0.01% | 636 |
|
|
2013
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 571 |
|
|
2013
Q2 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 553 |
|