Reilly Financial Advisors’s X Financial XYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,454
Closed -$5K 1057
2020
Q4
$5K Sell
2,454
-3,934
-62% -$8.02K ﹤0.01% 719
2020
Q3
$10K Buy
6,388
+2,421
+61% +$3.79K ﹤0.01% 583
2020
Q2
$11K Buy
+3,967
New +$11K ﹤0.01% 568