Steward Partners Investment Advisory’s XP XP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-500
Closed -$21K 2865
2020
Q2
$21K Buy
500
+250
+100% +$10.5K ﹤0.01% 1764
2020
Q1
$4K Buy
+250
New +$4K ﹤0.01% 2172