Summit Securities Group’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,482
| Closed | -$182K | – | 1137 |
|
|
2022
Q4 | $182K | Buy |
+5,482
| New | +$182K | 0.01% | 325 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 973 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 958 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 502 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 504 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 250 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 279 |
|
|
2019
Q2 | – | Sell |
-146,513
| Closed | -$2.72M | – | 218 |
|
|
2019
Q1 | $2.72M | Buy |
+146,513
| New | +$2.72M | 0.5% | 10 |
|
|
2015
Q4 | – | Sell |
-289
| Closed | -$2K | – | 413 |
|
|
2015
Q3 | $2K | Sell |
289
-6,032
| -95% | -$41.7K | ﹤0.01% | 261 |
|
|
2015
Q2 | $99K | Buy |
+6,321
| New | +$99K | 0.05% | 128 |
|