Straight Path Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,402
| Closed | -$781K | – | 99 |
|
|
2024
Q1 | $781K | Hold |
6,402
| – | – | 0.44% | 31 |
|
|
2023
Q4 | $561K | Sell |
6,402
-2,680
| -30% | -$235K | 0.33% | 39 |
|
|
2023
Q3 | $678K | Hold |
9,082
| – | – | 0.46% | 29 |
|
|
2023
Q2 | $536K | Sell |
9,082
-86
| -0.9% | -$5.07K | 0.37% | 38 |
|
|
2023
Q1 | $292K | Hold |
9,168
| – | – | 0.23% | 53 |
|
|
2022
Q4 | $305K | Sell |
9,168
-6,262
| -41% | -$208K | 0.29% | 48 |
|
|
2022
Q3 | $408K | Buy |
+15,430
| New | +$408K | 0.37% | 48 |
|