Venturi Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-49
| Closed | -$6.43K | – | 1873 |
|
|
2024
Q4 | $6.43K | Buy |
49
+5
| +11% | +$656 | ﹤0.01% | 1575 |
|
|
2024
Q3 | $4.73K | Sell |
44
-27
| -38% | -$2.9K | ﹤0.01% | 1434 |
|
|
2024
Q2 | $7.54K | Buy |
71
+27
| +61% | +$2.87K | ﹤0.01% | 1154 |
|
|
2024
Q1 | $5.37K | Hold |
44
| – | – | ﹤0.01% | 1068 |
|
|
2023
Q4 | $3.85K | Buy |
+44
| New | +$3.85K | ﹤0.01% | 1080 |
|