TriaGen Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,936
| Closed | -$910K | – | 196 |
|
|
2024
Q4 | $910K | Sell |
6,936
-23
| -0.3% | -$3.02K | 0.31% | 71 |
|
|
2024
Q3 | $748K | Sell |
6,959
-27
| -0.4% | -$2.9K | 0.25% | 83 |
|
|
2024
Q2 | $742K | Sell |
6,986
-43
| -0.6% | -$4.56K | 0.29% | 79 |
|
|
2024
Q1 | $858K | Buy |
7,029
+228
| +3% | +$27.8K | 0.36% | 67 |
|
|
2023
Q4 | $596K | Buy |
6,801
+31
| +0.5% | +$2.72K | 0.28% | 81 |
|
|
2023
Q3 | $505K | Buy |
6,770
+4
| +0.1% | +$299 | 0.26% | 91 |
|
|
2023
Q2 | $399K | Buy |
+6,766
| New | +$399K | 0.18% | 111 |
|