Tilia Fiduciary Partners’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-876
| Closed | -$51.7K | – | 517 |
|
|
2023
Q2 | $51.7K | Sell |
876
-763
| -47% | -$45K | 0.05% | 207 |
|
|
2023
Q1 | $52.3K | Sell |
1,639
-721
| -31% | -$23K | 0.05% | 205 |
|
|
2022
Q4 | $78.6K | Sell |
2,360
-1,933
| -45% | -$64.3K | 0.08% | 160 |
|
|
2022
Q3 | $125K | Sell |
4,293
-241
| -5% | -$7.02K | 0.13% | 118 |
|
|
2022
Q2 | $132K | Sell |
4,534
-362
| -7% | -$10.5K | 0.13% | 121 |
|
|
2022
Q1 | $212K | Hold |
4,896
| – | – | 0.18% | 98 |
|
|
2021
Q4 | $225K | Buy |
+4,896
| New | +$225K | 0.18% | 100 |
|