VFA
Values First Advisors’s XPO XPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,259
| Closed | -$373K | – | 178 |
|
|
2023
Q4 | $373K | Sell |
4,259
-2,398
| -36% | -$210K | 0.23% | 119 |
|
|
2023
Q3 | $497K | Sell |
6,657
-4,104
| -38% | -$306K | 0.32% | 92 |
|
|
2023
Q2 | $635K | Buy |
10,761
+1,525
| +17% | +$90K | 0.38% | 81 |
|
|
2023
Q1 | $295K | Buy |
+9,236
| New | +$295K | 0.19% | 119 |
|
|
2021
Q3 | – | Sell |
-2,495
| Closed | -$349K | – | 158 |
|
|
2021
Q2 | $349K | Sell |
2,495
-306
| -11% | -$42.8K | 0.24% | 121 |
|
|
2021
Q1 | $345K | Buy |
2,801
+271
| +11% | +$33.4K | 0.25% | 118 |
|
|
2020
Q4 | $302K | Sell |
2,530
-1,779
| -41% | -$212K | 0.24% | 120 |
|
|
2020
Q3 | $365K | Sell |
4,309
-161
| -4% | -$13.6K | 0.34% | 98 |
|
|
2020
Q2 | $345K | Buy |
+4,470
| New | +$345K | 0.34% | 96 |
|
|
2020
Q1 | – | Sell |
-6,663
| Closed | -$531K | – | 144 |
|
|
2019
Q4 | $531K | Buy |
+6,663
| New | +$531K | 0.51% | 65 |
|