Retirement Planning Company of New England’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,531
| Closed | -$747K | – | 241 |
|
|
2023
Q4 | $747K | Hold |
8,531
| – | – | 0.34% | 91 |
|
|
2023
Q3 | $637K | Buy |
8,531
+4,950
| +138% | +$370K | 0.35% | 89 |
|
|
2023
Q2 | $211K | Buy |
+3,581
| New | +$211K | 0.12% | 204 |
|
|
2022
Q1 | – | Sell |
-2,548
| Closed | -$117K | – | 913 |
|
|
2021
Q4 | $117K | Buy |
+2,548
| New | +$117K | 0.06% | 284 |
|