Raymond James Trust’s XPO XPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-6,462
| Closed | -$313K | – | 1173 |
|
2021
Q2 | $313K | Buy |
+6,462
| New | +$313K | 0.01% | 841 |
|
2018
Q4 | – | Sell |
-9,038
| Closed | -$357K | – | 901 |
|
2018
Q3 | $357K | Buy |
9,038
+306
| +4% | +$12.1K | 0.02% | 566 |
|
2018
Q2 | $303K | Buy |
8,732
+1,382
| +19% | +$48K | 0.02% | 616 |
|
2018
Q1 | $259K | Sell |
7,350
-2,556
| -26% | -$90.1K | 0.02% | 581 |
|
2017
Q4 | $314K | Buy |
+9,906
| New | +$314K | 0.02% | 524 |
|