TCI Wealth Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,104
| Closed | -$35.2K | – | 2285 |
|
|
2023
Q1 | $35.2K | Buy |
1,104
+95
| +9% | +$3.42K | ﹤0.01% | 525 |
|
|
2022
Q4 | $33.6K | Sell |
1,009
-647
| -39% | -$21.8K | ﹤0.01% | 513 |
|
|
2022
Q3 | $44K | Buy |
1,656
+7
| +0.4% | +$218 | 0.01% | 401 |
|
|
2022
Q2 | $47K | Buy |
1,649
+3
| +0.2% | +$95 | 0.01% | 385 |
|
|
2022
Q1 | $71K | Hold |
1,646
| – | – | 0.01% | 322 |
|
|
2021
Q4 | $76K | Sell |
1,646
-138
| -8% | -$6.41K | 0.01% | 314 |
|
|
2021
Q3 | $84K | Sell |
1,784
-1,044
| -37% | -$52.3K | 0.01% | 319 |
|
|
2021
Q2 | $137K | Hold |
2,828
| – | – | 0.02% | 226 |
|
|
2021
Q1 | $121K | Hold |
2,828
| – | – | 0.05% | 210 |
|
|
2020
Q4 | $117K | Hold |
2,828
| – | – | 0.06% | 213 |
|
|
2020
Q3 | $83K | Hold |
2,828
| – | – | 0.03% | 234 |
|
|
2020
Q2 | $76K | Hold |
2,828
| – | – | 0.03% | 253 |
|
|
2020
Q1 | $48K | Hold |
2,828
| – | – | 0.02% | 316 |
|
|
2019
Q4 | $78K | Hold |
2,828
| – | – | 0.03% | 299 |
|
|
2019
Q3 | $70K | Hold |
2,828
| – | – | 0.03% | 270 |
|
|
2019
Q2 | $57K | Hold |
2,828
| – | – | 0.03% | 287 |
|
|
2019
Q1 | $53K | Hold |
2,828
| – | – | 0.02% | 327 |
|
|
2018
Q4 | $56K | Hold |
2,828
| – | – | 0.03% | 297 |
|
|
2018
Q3 | $112K | Hold |
2,828
| – | – | 0.05% | 219 |
|
|
2018
Q2 | $98K | Sell |
2,828
-867
| -23% | -$31.5K | 0.04% | 224 |
|
|
2018
Q1 | $130K | Hold |
3,695
| – | – | 0.06% | 191 |
|
|
2017
Q4 | $117K | Buy |
3,695
+867
| +31% | +$22.2K | 0.05% | 209 |
|
|
2017
Q3 | $66K | Hold |
2,828
| – | – | 0.03% | 275 |
|
|
2017
Q2 | $63K | Sell |
2,828
-867
| -23% | -$16.2K | 0.03% | 277 |
|
|
2017
Q1 | $61K | Hold |
3,695
| – | – | 0.03% | 277 |
|
|
2016
Q4 | $55K | Hold |
3,695
| – | – | 0.03% | 318 |
|
|
2016
Q3 | $47K | Hold |
3,695
| – | – | 0.03% | 309 |
|
|
2016
Q2 | $34K | Hold |
3,695
| – | – | 0.02% | 341 |
|
|
2016
Q1 | $39K | Hold |
3,695
| – | – | 0.02% | 335 |
|
|
2015
Q4 | $35K | Hold |
3,695
| – | – | 0.02% | 349 |
|
|
2015
Q3 | $30K | Hold |
3,695
| – | – | 0.02% | 345 |
|
|
2015
Q2 | $58K | Buy |
3,695
+867
| +31% | +$14.1K | 0.03% | 266 |
|
|
2015
Q1 | $44K | Hold |
2,828
| – | – | 0.03% | 248 |
|
|
2014
Q4 | $40K | Hold |
2,828
| – | – | 0.02% | 268 |
|
|
2014
Q3 | $37K | Hold |
2,828
| – | – | 0.02% | 260 |
|
|
2014
Q2 | $28K | Buy |
+2,828
| New | +$25.8K | 0.02% | 311 |
|
Other funds holding XPO
MP
OAG
FCM
CM
