Summit Securities Group’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,945
| Closed | -$123K | – | 1313 |
|
|
2025
Q1 | $123K | Buy |
+8,945
| New | +$123K | 0.02% | 119 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | – | – | 747 |
|
|
2023
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 898 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | – | – | 1136 |
|
|
2022
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 954 |
|