Tradition Wealth Management’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-851
| Closed | -$22K | – | 1212 |
|
|
2023
Q4 | $22K | Hold |
851
| – | – | ﹤0.01% | 824 |
|
|
2023
Q3 | $20K | Hold |
851
| – | – | ﹤0.01% | 848 |
|
|
2023
Q2 | $20K | Hold |
851
| – | – | ﹤0.01% | 889 |
|
|
2023
Q1 | $10K | Hold |
851
| – | – | ﹤0.01% | 1011 |
|
|
2022
Q4 | $13K | Hold |
851
| – | – | ﹤0.01% | 851 |
|
|
2022
Q3 | $16K | Buy |
+851
| New | +$16K | ﹤0.01% | 817 |
|