Sigma Investment Counselors’s RXO RXO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,229
Closed -$215K 200
2024
Q2
$215K Sell
8,229
-5,030
-38% -$132K 0.01% 184
2024
Q1
$290K Hold
13,259
0.02% 164
2023
Q4
$308K Hold
13,259
0.02% 161
2023
Q3
$262K Hold
13,259
0.02% 165
2023
Q2
$301K Hold
13,259
0.02% 158
2023
Q1
$260K Hold
13,259
0.02% 167
2022
Q4
$228K Buy
+13,259
New +$228K 0.02% 172