Stonehage Fleming Financial Services’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,200
| Closed | -$194K | – | 240 |
|
|
2018
Q3 | $194K | Sell |
7,200
-3,900
| -35% | -$105K | 0.01% | 168 |
|
|
2018
Q2 | $266K | Buy |
11,100
+3,900
| +54% | +$93.5K | 0.01% | 157 |
|
|
2018
Q1 | $207K | Sell |
7,200
-4,400
| -38% | -$127K | 0.01% | 158 |
|
|
2017
Q4 | $338K | Sell |
11,600
-5,800
| -33% | -$169K | 0.02% | 148 |
|
|
2017
Q3 | $579K | Buy |
+17,400
| New | +$579K | 0.03% | 131 |
|
|
2016
Q4 | – | Sell |
-3,206
| Closed | -$85K | – | 338 |
|
|
2016
Q3 | $85K | Buy |
+3,206
| New | +$85K | 0.01% | 242 |
|