Spire Wealth Management’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Buy |
+5,883
| New | +$31K | ﹤0.01% | 1367 |
|
|
2024
Q1 | – | Sell |
-450
| Closed | -$7.24K | – | 2421 |
|
|
2023
Q4 | $7.24K | Buy |
450
+182
| +68% | +$2.93K | ﹤0.01% | 1844 |
|
|
2023
Q3 | $4.21K | Buy |
268
+3
| +1% | +$47 | ﹤0.01% | 1975 |
|
|
2023
Q2 | $3.95K | Sell |
265
-74
| -22% | -$1.1K | ﹤0.01% | 2061 |
|
|
2023
Q1 | $5.23K | Buy |
+339
| New | +$5.23K | ﹤0.01% | 2023 |
|
|
2022
Q3 | – | Sell |
-1,228
| Closed | -$18K | – | 2644 |
|
|
2022
Q2 | $18K | Sell |
1,228
-157
| -11% | -$2.3K | ﹤0.01% | 1724 |
|
|
2022
Q1 | $28K | Sell |
1,385
-328
| -19% | -$6.63K | ﹤0.01% | 1673 |
|
|
2021
Q4 | $39K | Sell |
1,713
-2,160
| -56% | -$49.2K | ﹤0.01% | 1838 |
|
|
2021
Q3 | $78K | Buy |
3,873
+2,506
| +183% | +$50.5K | ﹤0.01% | 1291 |
|
|
2021
Q2 | $32K | Sell |
1,367
-390
| -22% | -$9.13K | ﹤0.01% | 1672 |
|
|
2021
Q1 | $43K | Buy |
+1,757
| New | +$43K | ﹤0.01% | 1807 |
|