TPWA
TRUE Private Wealth Advisors’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-164
| Closed | -$3K | – | 717 |
|
|
2020
Q4 | $3K | Buy |
164
+2
| +1% | +$37 | ﹤0.01% | 650 |
|
|
2020
Q3 | $3K | Buy |
162
+2
| +1% | +$37 | ﹤0.01% | 611 |
|
|
2020
Q2 | $2K | Buy |
160
+1
| +0.6% | +$13 | ﹤0.01% | 633 |
|
|
2020
Q1 | $3K | Buy |
159
+1
| +0.6% | +$19 | ﹤0.01% | 586 |
|
|
2019
Q4 | $5K | Buy |
+158
| New | +$5K | ﹤0.01% | 682 |
|
|
2019
Q3 | – | Sell |
-601
| Closed | -$21K | – | 733 |
|
|
2019
Q2 | $21K | Buy |
+601
| New | +$21K | ﹤0.01% | 455 |
|
|
2018
Q4 | – | Sell |
-4,975
| Closed | -$135K | – | 935 |
|
|
2018
Q3 | $135K | Buy |
+4,975
| New | +$135K | 0.02% | 310 |
|
|
2017
Q2 | – | Sell |
-19,305
| Closed | -$137K | – | 161 |
|
|
2017
Q1 | $137K | Hold |
19,305
| – | – | 0.03% | 141 |
|
|
2016
Q4 | $136K | Buy |
19,305
+30
| +0.2% | +$211 | 0.03% | 143 |
|
|
2016
Q3 | $184K | Buy |
19,275
+12
| +0.1% | +$115 | 0.06% | 140 |
|
|
2016
Q2 | $182K | Buy |
19,263
+507
| +3% | +$4.79K | 0.06% | 134 |
|
|
2016
Q1 | $209K | Buy |
+18,756
| New | +$209K | 0.08% | 122 |
|