TrinityPoint Wealth’s GXO Logistics GXO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,779
Closed -$203K 320
2024
Q1
$203K Sell
3,779
-3,100
-45% -$167K 0.03% 298
2023
Q4
$421K Buy
6,879
+100
+1% +$6.12K 0.08% 207
2023
Q3
$398K Sell
6,779
-200
-3% -$11.7K 0.08% 205
2023
Q2
$438K Buy
6,979
+1,650
+31% +$104K 0.09% 188
2023
Q1
$269K Sell
5,329
-4,225
-44% -$213K 0.06% 224
2022
Q4
$408K Buy
9,554
+1,665
+21% +$71.1K 0.09% 186
2022
Q3
$277K Buy
7,889
+381
+5% +$13.4K 0.06% 217
2022
Q2
$325K Sell
7,508
-8,051
-52% -$349K 0.07% 201
2022
Q1
$1.11M Buy
15,559
+800
+5% +$57.1K 0.2% 106
2021
Q4
$1.34M Buy
14,759
+3,015
+26% +$274K 0.24% 90
2021
Q3
$921K Buy
+11,744
New +$921K 0.18% 117