UAS
United Asset Strategies’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-33,066
| Closed | -$952K | – | 212 |
|
|
2018
Q1 | $952K | Buy |
33,066
+1,898
| +6% | +$54.6K | 0.28% | 89 |
|
|
2017
Q4 | $909K | Buy |
31,168
+5,190
| +20% | +$151K | 0.24% | 90 |
|
|
2017
Q3 | $865K | Buy |
25,978
+9,367
| +56% | +$312K | 0.49% | 52 |
|
|
2017
Q2 | $477K | Buy |
16,611
+2,061
| +14% | +$59.2K | 0.14% | 106 |
|
|
2017
Q1 | $107K | Buy |
+14,550
| New | +$107K | 0.03% | 144 |
|