WCM Investment Management’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,096,958
| Closed | -$20.1M | – | 205 |
|
|
2022
Q2 | $20.1M | Sell |
1,096,958
-86,896
| -7% | -$1.59M | 0.07% | 74 |
|
|
2022
Q1 | $35.6M | Buy |
1,183,854
+9,378
| +0.8% | +$282K | 0.1% | 55 |
|
|
2021
Q4 | $33.8M | Sell |
1,174,476
-7,901
| -0.7% | -$227K | 0.08% | 60 |
|
|
2021
Q3 | $47.5M | Buy |
1,182,377
+58,763
| +5% | +$2.36M | 0.11% | 46 |
|
|
2021
Q2 | $48.9M | Buy |
1,123,614
+111,523
| +11% | +$4.86M | 0.12% | 39 |
|
|
2021
Q1 | $38.1M | Buy |
1,012,091
+634,471
| +168% | +$23.9M | 0.1% | 44 |
|
|
2020
Q4 | $15M | Buy |
377,620
+75,395
| +25% | +$2.99M | 0.04% | 69 |
|
|
2020
Q3 | $12.6M | Buy |
302,225
+34,305
| +13% | +$1.43M | 0.04% | 67 |
|
|
2020
Q2 | $11.3M | Buy |
267,920
+153,890
| +135% | +$6.46M | 0.04% | 65 |
|
|
2020
Q1 | $2.2M | Buy |
114,030
+39,960
| +54% | +$771K | 0.01% | 146 |
|
|
2019
Q4 | $2.85M | Buy |
+74,070
| New | +$2.85M | 0.02% | 138 |
|