Walled Lake Planning & Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-64
| Closed | -$3K | – | 318 |
|
|
2021
Q3 | $3K | Sell |
64
-46
| -42% | -$2.16K | ﹤0.01% | 304 |
|
|
2021
Q2 | $5K | Hold |
110
| – | – | ﹤0.01% | 274 |
|
|
2021
Q1 | $5K | Hold |
110
| – | – | ﹤0.01% | 267 |
|
|
2020
Q4 | $5K | Hold |
110
| – | – | ﹤0.01% | 256 |
|
|
2020
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 287 |
|
|
2020
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 275 |
|
|
2020
Q1 | $2K | Hold |
110
| – | – | ﹤0.01% | 281 |
|
|
2019
Q4 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 251 |
|