Red Tortoise LLC’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-152
| Closed | -$1.8K | – | 637 |
|
|
2024
Q4 | $1.8K | Buy |
+152
| New | +$1.8K | ﹤0.01% | 541 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 599 |
|
|
2024
Q2 | – | Sell |
-69
| Closed | -$1.77K | – | 606 |
|
|
2024
Q1 | $1.77K | Hold |
69
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $1.8K | Buy |
+69
| New | +$1.8K | ﹤0.01% | 487 |
|