Prospera Financial Services’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-16,247
| Closed | -$237K | – | 1145 |
|
2023
Q4 | $237K | Sell |
16,247
-320
| -2% | -$4.67K | 0.01% | 934 |
|
2023
Q3 | $304K | Sell |
16,567
-139
| -0.8% | -$2.55K | 0.01% | 800 |
|
2023
Q2 | $224K | Sell |
16,706
-112
| -0.7% | -$1.5K | 0.01% | 915 |
|
2023
Q1 | $187K | Sell |
16,818
-418
| -2% | -$4.64K | 0.01% | 910 |
|
2022
Q4 | $171K | Buy |
17,236
+2,317
| +16% | +$23K | 0.01% | 853 |
|
2022
Q3 | $179K | Buy |
14,919
+558
| +4% | +$6.7K | 0.01% | 788 |
|
2022
Q2 | $456K | Sell |
14,361
-65
| -0.5% | -$2.06K | 0.02% | 541 |
|
2022
Q1 | $398K | Sell |
14,426
-309
| -2% | -$8.53K | 0.02% | 657 |
|
2021
Q4 | $741K | Buy |
14,735
+4,176
| +40% | +$210K | 0.03% | 473 |
|
2021
Q3 | $375K | Sell |
10,559
-1,885
| -15% | -$66.9K | 0.02% | 607 |
|
2021
Q2 | $552K | Buy |
12,444
+193
| +2% | +$8.56K | 0.03% | 503 |
|
2021
Q1 | $447K | Buy |
+12,251
| New | +$447K | 0.03% | 522 |
|