USCA RIA’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8,009
| Closed | -$230K | – | 462 |
|
|
2017
Q3 | $230K | Hold |
8,009
| – | – | 0.03% | 372 |
|
|
2017
Q2 | $230K | Sell |
8,009
-1,718
| -18% | -$49.3K | 0.03% | 377 |
|
|
2017
Q1 | $286K | Buy |
+9,727
| New | +$286K | 0.04% | 350 |
|
|
2015
Q1 | – | Sell |
-11,525
| Closed | -$421K | – | 365 |
|
|
2014
Q4 | $421K | Buy |
11,525
+305
| +3% | +$11.1K | 0.12% | 203 |
|
|
2014
Q3 | $391K | Buy |
11,220
+2
| +0% | +$70 | 0.12% | 195 |
|
|
2014
Q2 | $368K | Buy |
+11,218
| New | +$368K | 0.12% | 186 |
|