Raymond James Financial Services Advisors’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,348
| Closed | -$201K | – | 3323 |
|
|
2022
Q2 | $201K | Buy |
+6,348
| New | +$201K | ﹤0.01% | 2859 |
|
|
2022
Q1 | – | Sell |
-9,529
| Closed | -$480K | – | 3388 |
|
|
2021
Q4 | $480K | Sell |
9,529
-5,083
| -35% | -$256K | ﹤0.01% | 2392 |
|
|
2021
Q3 | $519K | Sell |
14,612
-3,059
| -17% | -$109K | ﹤0.01% | 2338 |
|
|
2021
Q2 | $785K | Buy |
17,671
+440
| +3% | +$19.5K | ﹤0.01% | 2105 |
|
|
2021
Q1 | $629K | Buy |
17,231
+11,298
| +190% | +$412K | ﹤0.01% | 2146 |
|
|
2020
Q4 | $254K | Buy |
+5,933
| New | +$254K | ﹤0.01% | 2563 |
|