SHWM
Smith & Howard Wealth Management’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-17,690
| Closed | -$227K | – | 92 |
|
|
2015
Q1 | $227K | Buy |
17,690
+4,860
| +38% | +$62.4K | 0.1% | 73 |
|
|
2014
Q4 | $178K | Hold |
12,830
| – | – | 0.09% | 54 |
|
|
2014
Q3 | $170K | Hold |
12,830
| – | – | 0.09% | 42 |
|
|
2014
Q2 | $160K | Hold |
12,830
| – | – | 0.08% | 42 |
|
|
2014
Q1 | $145K | Hold |
12,830
| – | – | 0.08% | 35 |
|
|
2013
Q4 | $156K | Buy |
12,830
+3,080
| +32% | +$37.5K | 0.09% | 50 |
|
|
2013
Q3 | $100K | Buy |
+9,750
| New | +$100K | 0.06% | 72 |
|