Valeo Financial Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,398
| Closed | -$34K | – | 1758 |
|
|
2021
Q1 | $34K | Buy |
1,398
+14
| +1% | +$340 | ﹤0.01% | 952 |
|
|
2020
Q4 | $32K | Sell |
1,384
-375
| -21% | -$8.67K | ﹤0.01% | 901 |
|
|
2020
Q3 | $33K | Buy |
1,759
+348
| +25% | +$6.53K | ﹤0.01% | 757 |
|
|
2020
Q2 | $22K | Buy |
1,411
+27
| +2% | +$421 | ﹤0.01% | 978 |
|
|
2020
Q1 | $27K | Hold |
1,384
| – | – | ﹤0.01% | 772 |
|
|
2019
Q4 | $51K | Sell |
1,384
-8
| -0.6% | -$295 | 0.01% | 637 |
|
|
2019
Q3 | $42K | Buy |
1,392
+8
| +0.6% | +$241 | ﹤0.01% | 655 |
|
|
2019
Q2 | $49K | Hold |
1,384
| – | – | 0.01% | 607 |
|
|
2019
Q1 | $44K | Hold |
1,384
| – | – | 0.01% | 591 |
|
|
2018
Q4 | $27K | Sell |
1,384
-88
| -6% | -$1.72K | ﹤0.01% | 624 |
|
|
2018
Q3 | $41K | Sell |
1,472
-1,500
| -50% | -$41.8K | 0.01% | 584 |
|
|
2018
Q2 | $77K | Buy |
2,972
+1,403
| +89% | +$36.4K | 0.01% | 454 |
|
|
2018
Q1 | $45K | Buy |
+1,569
| New | +$45K | 0.01% | 508 |
|