Valeo Financial Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,229
| Closed | -$52K | – | 1756 |
|
|
2021
Q1 | $52K | Buy |
1,229
+1,099
| +845% | +$46.5K | ﹤0.01% | 823 |
|
|
2020
Q4 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 1356 |
|
|
2020
Q3 | – | Sell |
-58
| Closed | -$2K | – | 2103 |
|
|
2020
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 1729 |
|
|
2020
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 1686 |
|
|
2019
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 1479 |
|
|
2019
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 1492 |
|
|
2019
Q2 | $1K | Hold |
58
| – | – | ﹤0.01% | 1498 |
|
|
2019
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 1492 |
|
|
2018
Q4 | $1K | Hold |
58
| – | – | ﹤0.01% | 1419 |
|
|
2018
Q3 | $2K | Sell |
58
-1,130
| -95% | -$39K | ﹤0.01% | 1517 |
|
|
2018
Q2 | $42K | Buy |
1,188
+1,130
| +1,948% | +$39.9K | 0.01% | 573 |
|
|
2018
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 1367 |
|
|
2017
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 1220 |
|
|
2017
Q3 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 1132 |
|