Waverly Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-161
| Closed | -$5K | – | 365 |
|
|
2017
Q4 | $5K | Buy |
+161
| New | +$5K | ﹤0.01% | 368 |
|
|
2015
Q4 | – | Sell |
-1,170
| Closed | -$30K | – | 396 |
|
|
2015
Q3 | $30K | Buy |
1,170
+791
| +209% | +$20.3K | 0.02% | 202 |
|
|
2015
Q2 | $11K | Buy |
+379
| New | +$11K | 0.01% | 269 |
|
|
2014
Q4 | – | Sell |
-259
| Closed | -$9K | – | 687 |
|
|
2014
Q3 | $9K | Hold |
259
| – | – | ﹤0.01% | 515 |
|
|
2014
Q2 | $8K | Hold |
259
| – | – | ﹤0.01% | 505 |
|
|
2014
Q1 | $8K | Sell |
259
-532
| -67% | -$16.4K | ﹤0.01% | 477 |
|
|
2013
Q4 | $25K | Buy |
791
+412
| +109% | +$13K | 0.01% | 428 |
|
|
2013
Q3 | $10K | Buy |
+379
| New | +$10K | 0.01% | 443 |
|