Sageworth Trust Company of South Dakota’s XP XP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-18
| Closed | – | – | 257 |
|
2022
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 258 |
|
2022
Q3 | $0 | Sell |
18
-21
| -54% | – | ﹤0.01% | 658 |
|
2022
Q2 | $1K | Buy |
39
+18
| +86% | +$462 | ﹤0.01% | 560 |
|
2022
Q1 | $1K | Sell |
21
-101
| -83% | -$4.81K | ﹤0.01% | 587 |
|
2021
Q4 | $4K | Buy |
+122
| New | +$4K | 0.01% | 573 |
|