Tradition Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-553
| Closed | -$48K | – | 1214 |
|
|
2023
Q4 | $48K | Hold |
553
| – | – | 0.01% | 638 |
|
|
2023
Q3 | $41K | Hold |
553
| – | – | ﹤0.01% | 656 |
|
|
2023
Q2 | $33K | Hold |
553
| – | – | ﹤0.01% | 740 |
|
|
2023
Q1 | $18K | Buy |
553
+36
| +7% | +$1.17K | ﹤0.01% | 863 |
|
|
2022
Q4 | $17K | Sell |
517
-353
| -41% | -$11.6K | ﹤0.01% | 789 |
|
|
2022
Q3 | $23K | Hold |
870
| – | – | ﹤0.01% | 726 |
|
|
2022
Q2 | $25K | Hold |
870
| – | – | ﹤0.01% | 605 |
|
|
2022
Q1 | $38K | Hold |
870
| – | – | ﹤0.01% | 579 |
|
|
2021
Q4 | $40K | Hold |
870
| – | – | 0.01% | 588 |
|
|
2021
Q3 | $41K | Sell |
870
-625
| -42% | -$29.5K | 0.01% | 560 |
|
|
2021
Q2 | $72K | Hold |
1,495
| – | – | 0.01% | 453 |
|
|
2021
Q1 | $64K | Hold |
1,495
| – | – | 0.01% | 391 |
|
|
2020
Q4 | $62K | Buy |
+1,495
| New | +$62K | 0.01% | 370 |
|