RPg Family Wealth Advisory’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-436
| Closed | -$12.7K | – | 296 |
|
2017
Q4 | $12.7K | Sell |
436
-789
| -64% | -$23K | 0.01% | 245 |
|
2017
Q3 | $40.8K | Buy |
1,225
+586
| +92% | +$19.5K | 0.03% | 156 |
|
2017
Q2 | $18.4K | Buy |
+639
| New | +$18.4K | 0.02% | 246 |
|
2016
Q4 | – | Sell |
-407
| Closed | -$10.9K | – | 297 |
|
2016
Q3 | $10.9K | Sell |
407
-379
| -48% | -$10.1K | 0.01% | 230 |
|
2016
Q2 | $19.7K | Buy |
786
+379
| +93% | +$9.48K | 0.01% | 195 |
|
2016
Q1 | $12K | Buy |
407
+28
| +7% | +$823 | 0.01% | 236 |
|
2015
Q4 | $10.6K | Buy |
+379
| New | +$10.6K | 0.01% | 190 |
|