U.S. Capital Wealth Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-10,685
| Closed | -$341K | – | 702 |
|
2023
Q1 | $341K | Buy |
10,685
+1,150
| +12% | +$36.7K | 0.02% | 509 |
|
2022
Q4 | $317K | Sell |
9,535
-4,156
| -30% | -$138K | 0.01% | 522 |
|
2022
Q3 | $362K | Sell |
13,691
-673
| -5% | -$17.8K | 0.02% | 500 |
|
2022
Q2 | $411K | Sell |
14,364
-28,359
| -66% | -$811K | 0.02% | 500 |
|
2022
Q1 | $1.85M | Buy |
42,723
+16,628
| +64% | +$719K | 0.07% | 271 |
|
2021
Q4 | $1.2M | Buy |
26,095
+3,211
| +14% | +$148K | 0.05% | 358 |
|
2021
Q3 | $1.08M | Buy |
+22,884
| New | +$1.08M | 0.05% | 370 |
|