Wealthfront’s XL Group Ltd. XL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-23,425
| Closed | -$1.31M | – | 534 |
|
|
2018
Q2 | $1.31M | Buy |
23,425
+18,500
| +376% | +$1.04M | 0.01% | 194 |
|
|
2018
Q1 | $272K | Buy |
+4,925
| New | +$272K | ﹤0.01% | 453 |
|
|
2017
Q3 | – | Sell |
-4,572
| Closed | -$200K | – | 526 |
|
|
2017
Q2 | $200K | Buy |
+4,572
| New | +$200K | ﹤0.01% | 457 |
|
|
2015
Q4 | – | Sell |
-4,078
| Closed | -$148K | – | 1367 |
|
|
2015
Q3 | $148K | Sell |
4,078
-877
| -18% | -$31.8K | 0.01% | 336 |
|
|
2015
Q2 | $184K | Buy |
4,955
+1,183
| +31% | +$43.9K | 0.01% | 284 |
|
|
2015
Q1 | $139K | Buy |
3,772
+950
| +34% | +$35K | 0.01% | 325 |
|
|
2014
Q4 | $97K | Sell |
2,822
-372
| -12% | -$12.8K | 0.01% | 360 |
|
|
2014
Q3 | $106K | Buy |
3,194
+1,026
| +47% | +$34.1K | 0.01% | 280 |
|
|
2014
Q2 | $72K | Buy |
2,168
+835
| +63% | +$27.7K | 0.01% | 294 |
|
|
2014
Q1 | $41K | Buy |
+1,333
| New | +$41K | 0.01% | 311 |
|