SW
SkyOak Wealth’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+1,625
| New | +$205K | 0.04% | 233 |
|
|
2025
Q1 | – | Sell |
-1,625
| Closed | -$213K | – | 278 |
|
|
2024
Q4 | $213K | Buy |
+1,625
| New | +$213K | 0.05% | 232 |
|
|
2021
Q3 | – | Sell |
-2,595
| Closed | -$363K | – | 256 |
|
|
2021
Q2 | $363K | Buy |
2,595
+770
| +42% | +$108K | 0.1% | 151 |
|
|
2021
Q1 | $249K | Hold |
1,825
| – | – | 0.07% | 191 |
|
|
2020
Q4 | $218K | Buy |
+1,825
| New | +$218K | 0.07% | 199 |
|
|
2020
Q3 | – | Sell |
-12,555
| Closed | -$970K | – | 251 |
|
|
2020
Q2 | $970K | Sell |
12,555
-4,974
| -28% | -$384K | 0.36% | 70 |
|
|
2020
Q1 | $855K | Sell |
17,529
-31,998
| -65% | -$1.56M | 0.44% | 52 |
|
|
2019
Q4 | $3.95M | Buy |
+49,527
| New | +$3.95M | 1.22% | 16 |
|