Veritable’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,033
| Closed | -$474K | – | 859 |
|
|
2023
Q2 | $474K | Buy |
8,033
+32
| +0.4% | +$1.45K | 0.01% | 561 |
|
|
2023
Q1 | $255K | Buy |
8,001
+110
| +1% | +$3.96K | ﹤0.01% | 737 |
|
|
2022
Q4 | $263K | Sell |
7,891
-4,090
| -34% | -$138K | ﹤0.01% | 699 |
|
|
2022
Q3 | $317K | Sell |
11,981
-1,895
| -14% | -$59K | 0.01% | 613 |
|
|
2022
Q2 | $397K | Buy |
13,876
+2,218
| +19% | +$70.5K | 0.01% | 589 |
|
|
2022
Q1 | $504K | Buy |
11,658
+2,455
| +27% | +$103K | 0.01% | 561 |
|
|
2021
Q4 | $423K | Buy |
9,203
+3,420
| +59% | +$159K | 0.01% | 611 |
|
|
2021
Q3 | $273K | Sell |
5,783
-4,120
| -42% | -$206K | ﹤0.01% | 727 |
|
|
2021
Q2 | $479K | Buy |
9,903
+52
| +0.5% | +$2.54K | 0.01% | 551 |
|
|
2021
Q1 | $420K | Buy |
9,851
+156
| +2% | +$6.47K | 0.01% | 549 |
|
|
2020
Q4 | $400K | Buy |
9,695
+70
| +0.7% | +$2.54K | 0.01% | 555 |
|
|
2020
Q3 | $282K | Hold |
9,625
| – | – | 0.01% | 597 |
|
|
2020
Q2 | $257K | Buy |
+9,625
| New | +$230K | 0.01% | 633 |
|
|
2020
Q1 | – | Sell |
-9,996
| Closed | -$276K | – | 831 |
|
|
2019
Q4 | $276K | Buy |
+9,996
| New | +$275K | 0.01% | 703 |
|
|
2018
Q4 | – | Sell |
-6,925
| Closed | -$273K | – | 837 |
|
|
2018
Q3 | $273K | Buy |
+6,925
| New | +$252K | 0.01% | 669 |
|
|
2015
Q2 | – | Sell |
-15,920
| Closed | -$250K | – | 885 |
|
|
2015
Q1 | $250K | Sell |
15,920
-29
| -0.2% | -$420 | 0.01% | 803 |
|
|
2014
Q4 | $225K | Sell |
15,949
-246
| -2% | -$3.25K | ﹤0.01% | 849 |
|
|
2014
Q3 | $211K | Sell |
16,195
-7,462
| -32% | -$81.5K | ﹤0.01% | 892 |
|
|
2014
Q2 | $234K | Buy |
+23,657
| New | +$216K | ﹤0.01% | 837 |
|
Other funds holding XPO
MP
OAG
CM