Venturi Wealth Management’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-205
| Closed | -$3.67K | – | 1542 |
|
|
2024
Q1 | $3.67K | Buy |
205
+139
| +211% | +$2.49K | ﹤0.01% | 1149 |
|
|
2023
Q4 | $1.21K | Hold |
66
| – | – | ﹤0.01% | 1310 |
|
|
2023
Q3 | $1.04K | Buy |
+66
| New | +$1.04K | ﹤0.01% | 1294 |
|
|
2023
Q2 | – | Sell |
-66
| Closed | -$1.02K | – | 1292 |
|
|
2023
Q1 | $1.02K | Buy |
+66
| New | +$1.02K | ﹤0.01% | 1103 |
|
|
2017
Q2 | – | Sell |
-3,788
| Closed | -$106K | – | 207 |
|
|
2017
Q1 | $106K | Buy |
+3,788
| New | +$106K | 0.02% | 180 |
|