Veritable’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,033
| Closed | -$474K | – | 858 |
|
|
2023
Q2 | $474K | Buy |
8,033
+32
| +0.4% | +$1.89K | 0.01% | 560 |
|
|
2023
Q1 | $255K | Buy |
8,001
+110
| +1% | +$3.51K | ﹤0.01% | 736 |
|
|
2022
Q4 | $263K | Sell |
7,891
-4,090
| -34% | -$136K | ﹤0.01% | 698 |
|
|
2022
Q3 | $317K | Sell |
11,981
-1,895
| -14% | -$50.1K | 0.01% | 611 |
|
|
2022
Q2 | $397K | Buy |
13,876
+2,218
| +19% | +$63.5K | 0.01% | 587 |
|
|
2022
Q1 | $504K | Buy |
11,658
+2,455
| +27% | +$106K | 0.01% | 558 |
|
|
2021
Q4 | $423K | Buy |
9,203
+3,420
| +59% | +$157K | 0.01% | 606 |
|
|
2021
Q3 | $273K | Sell |
5,783
-4,120
| -42% | -$194K | ﹤0.01% | 722 |
|
|
2021
Q2 | $479K | Buy |
9,903
+52
| +0.5% | +$2.52K | 0.01% | 546 |
|
|
2021
Q1 | $420K | Buy |
9,851
+156
| +2% | +$6.65K | 0.01% | 547 |
|
|
2020
Q4 | $400K | Buy |
9,695
+70
| +0.7% | +$2.89K | 0.01% | 553 |
|
|
2020
Q3 | $282K | Hold |
9,625
| – | – | 0.01% | 595 |
|
|
2020
Q2 | $257K | Buy |
+9,625
| New | +$257K | 0.01% | 632 |
|
|
2020
Q1 | – | Sell |
-9,996
| Closed | -$276K | – | 825 |
|
|
2019
Q4 | $276K | Buy |
+9,996
| New | +$276K | 0.01% | 702 |
|
|
2018
Q4 | – | Sell |
-6,925
| Closed | -$273K | – | 827 |
|
|
2018
Q3 | $273K | Buy |
+6,925
| New | +$273K | 0.01% | 662 |
|
|
2015
Q2 | – | Sell |
-15,920
| Closed | -$250K | – | 879 |
|
|
2015
Q1 | $250K | Sell |
15,920
-29
| -0.2% | -$455 | 0.01% | 801 |
|
|
2014
Q4 | $225K | Sell |
15,949
-246
| -2% | -$3.47K | ﹤0.01% | 847 |
|
|
2014
Q3 | $211K | Sell |
16,195
-7,462
| -32% | -$97.2K | ﹤0.01% | 888 |
|
|
2014
Q2 | $234K | Buy |
+23,657
| New | +$234K | ﹤0.01% | 832 |
|