Steward Partners Investment Advisory’s Xoma XOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-62
| Closed | -$1.17K | – | 3454 |
|
|
2023
Q2 | $1.17K | Hold |
62
| – | – | ﹤0.01% | 3109 |
|
|
2023
Q1 | $1.31K | Hold |
62
| – | – | ﹤0.01% | 3091 |
|
|
2022
Q4 | $1.14K | Hold |
62
| – | – | ﹤0.01% | 3108 |
|
|
2022
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 3183 |
|
|
2022
Q2 | $1K | Hold |
62
| – | – | ﹤0.01% | 3182 |
|
|
2022
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 3124 |
|
|
2021
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 3134 |
|
|
2021
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 3019 |
|
|
2021
Q2 | $2K | Sell |
62
-254
| -80% | -$8.19K | ﹤0.01% | 6900 |
|
|
2021
Q1 | $12.9K | Buy |
316
+254
| +410% | +$10.4K | ﹤0.01% | 2672 |
|
|
2020
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 2664 |
|
|
2020
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 2697 |
|
|
2020
Q2 | $1K | Hold |
62
| – | – | ﹤0.01% | 2620 |
|
|
2020
Q1 | $1K | Sell |
62
-100
| -62% | -$1.61K | ﹤0.01% | 2437 |
|
|
2019
Q4 | $4K | Hold |
162
| – | – | ﹤0.01% | 2322 |
|
|
2019
Q3 | $3K | Hold |
162
| – | – | ﹤0.01% | 2381 |
|
|
2019
Q2 | $2K | Buy |
+162
| New | +$2K | ﹤0.01% | 2476 |
|
|
2018
Q4 | – | Sell |
-162
| Closed | -$3K | – | 2195 |
|
|
2018
Q3 | $3K | Hold |
162
| – | – | ﹤0.01% | 2304 |
|
|
2018
Q2 | $3K | Buy |
+162
| New | +$3K | ﹤0.01% | 2156 |
|