Principal Securities’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
11,608
+4,989
| +75% | +$101K | ﹤0.01% | 1172 |
|
|
2025
Q1 | $78.4K | Hold |
6,619
| – | – | ﹤0.01% | 1542 |
|
|
2024
Q4 | $78.4K | Buy |
6,619
+2,872
| +77% | +$34K | ﹤0.01% | 1539 |
|
|
2024
Q3 | $67.2K | Buy |
3,747
+559
| +18% | +$10K | ﹤0.01% | 1565 |
|
|
2024
Q2 | $56.1K | Buy |
3,188
+661
| +26% | +$11.6K | ﹤0.01% | 1574 |
|
|
2024
Q1 | $64.8K | Buy |
2,527
+134
| +6% | +$3.44K | ﹤0.01% | 1451 |
|
|
2023
Q4 | $62.4K | Buy |
+2,393
| New | +$62.4K | ﹤0.01% | 1390 |
|