Sugarloaf Wealth Management’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-350
| Closed | -$6.42K | – | 716 |
|
|
2023
Q4 | $6.42K | Hold |
350
| – | – | ﹤0.01% | 527 |
|
|
2023
Q3 | $5.49K | Hold |
350
| – | – | ﹤0.01% | 530 |
|
|
2023
Q2 | $5.21K | Hold |
350
| – | – | ﹤0.01% | 547 |
|
|
2023
Q1 | $5.39K | Hold |
350
| – | – | ﹤0.01% | 539 |
|
|
2022
Q4 | $5.11K | Sell |
350
-59
| -14% | -$861 | ﹤0.01% | 579 |
|
|
2022
Q3 | $6K | Buy |
409
+59
| +17% | +$866 | ﹤0.01% | 596 |
|
|
2022
Q2 | $5K | Hold |
350
| – | – | ﹤0.01% | 605 |
|
|
2022
Q1 | $7K | Hold |
350
| – | – | ﹤0.01% | 531 |
|
|
2021
Q4 | $8K | Hold |
350
| – | – | ﹤0.01% | 540 |
|
|
2021
Q3 | $7K | Hold |
350
| – | – | ﹤0.01% | 568 |
|
|
2021
Q2 | $8K | Hold |
350
| – | – | ﹤0.01% | 540 |
|
|
2021
Q1 | $8 | Sell |
350
-25
| -7% | -$1 | ﹤0.01% | 534 |
|
|
2020
Q4 | $9K | Buy |
375
+25
| +7% | +$600 | ﹤0.01% | 492 |
|
|
2020
Q3 | $7K | Hold |
350
| – | – | ﹤0.01% | 493 |
|
|
2020
Q2 | $5K | Hold |
350
| – | – | ﹤0.01% | 533 |
|
|
2020
Q1 | $7K | Hold |
350
| – | – | ﹤0.01% | 483 |
|
|
2019
Q4 | $13K | Buy |
+350
| New | +$13K | 0.01% | 442 |
|