Thomas White International’s XP XP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $2.51K | Sell |
107
-527
| -83% | -$12.4K | ﹤0.01% | 251 |
|
2023
Q1 | $7.53K | Sell |
634
-198,863
| -100% | -$2.36M | ﹤0.01% | 251 |
|
2022
Q4 | $3.06M | Buy |
199,497
+16,334
| +9% | +$251K | 0.67% | 40 |
|
2022
Q3 | $3.48M | Buy |
183,163
+43,824
| +31% | +$833K | 0.82% | 30 |
|
2022
Q2 | $2.5M | Sell |
139,339
-32,520
| -19% | -$584K | 0.5% | 57 |
|
2022
Q1 | $5.17M | Buy |
171,859
+20,162
| +13% | +$607K | 0.87% | 35 |
|
2021
Q4 | $4.36M | Buy |
+151,697
| New | +$4.36M | 0.69% | 46 |
|