TCI Wealth Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-452
| Closed | -$6.96K | – | 2287 |
|
|
2023
Q1 | $6.96K | Buy |
452
+87
| +24% | +$1.41K | ﹤0.01% | 1306 |
|
|
2022
Q4 | $5.33K | Buy |
365
+310
| +564% | +$4.67K | ﹤0.01% | 1481 |
|
|
2022
Q3 | $1K | Sell |
55
-1,196
| -96% | -$19.4K | ﹤0.01% | 2187 |
|
|
2022
Q2 | $19K | Buy |
1,251
+344
| +38% | +$6.1K | ﹤0.01% | 672 |
|
|
2022
Q1 | $18K | Sell |
907
-705
| -44% | -$14.8K | ﹤0.01% | 752 |
|
|
2021
Q4 | $36K | Buy |
1,612
+722
| +81% | +$14.7K | 0.01% | 488 |
|
|
2021
Q3 | $18K | Buy |
890
+196
| +28% | +$4.45K | ﹤0.01% | 744 |
|
|
2021
Q2 | $16K | Hold |
694
| – | – | ﹤0.01% | 695 |
|
|
2021
Q1 | $17K | Hold |
694
| – | – | 0.01% | 636 |
|
|
2020
Q4 | $16K | Hold |
694
| – | – | 0.01% | 548 |
|
|
2020
Q3 | $13K | Hold |
694
| – | – | 0.01% | 530 |
|
|
2020
Q2 | $11K | Buy |
694
+650
| +1,477% | +$11.2K | ﹤0.01% | 564 |
|
|
2020
Q1 | $1K | Sell |
44
-769
| -95% | -$24.4K | ﹤0.01% | 1378 |
|
|
2019
Q4 | $30K | Buy |
813
+113
| +16% | +$3.95K | 0.01% | 484 |
|
|
2019
Q3 | $21K | Hold |
700
| – | – | 0.01% | 492 |
|
|
2019
Q2 | $25K | Hold |
700
| – | – | 0.01% | 434 |
|
|
2019
Q1 | $22K | Hold |
700
| – | – | 0.01% | 482 |
|
|
2018
Q4 | $14K | Buy |
700
+509
| +266% | +$13.1K | 0.01% | 556 |
|
|
2018
Q3 | $5K | Hold |
191
| – | – | ﹤0.01% | 809 |
|
|
2018
Q2 | $5K | Buy |
191
+147
| +334% | +$4.16K | ﹤0.01% | 793 |
|
|
2018
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 1247 |
|
|
2017
Q4 | $1K | Buy |
+44
| New | +$1.34K | ﹤0.01% | 1288 |
|
|
2016
Q4 | – | Sell |
-111
| Closed | -$3K | – | 1463 |
|
|
2016
Q3 | $3K | Hold |
111
| – | – | ﹤0.01% | 901 |
|
|
2016
Q2 | $3K | Buy |
+111
| New | +$2.92K | ﹤0.01% | 867 |
|
Other funds holding XRX
IC
