Wealthfront’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-5,243
| Closed | -$140K | – | 406 |
|
2016
Q3 | $140K | Buy |
5,243
+258
| +5% | +$6.89K | ﹤0.01% | 372 |
|
2016
Q2 | $125K | Sell |
4,985
-88
| -2% | -$2.21K | ﹤0.01% | 347 |
|
2016
Q1 | $149K | Buy |
5,073
+20
| +0.4% | +$587 | ﹤0.01% | 330 |
|
2015
Q4 | $142K | Buy |
5,053
+2,525
| +100% | +$71K | 0.01% | 294 |
|
2015
Q3 | $65K | Buy |
2,528
+1,133
| +81% | +$29.1K | ﹤0.01% | 485 |
|
2015
Q2 | $39K | Sell |
1,395
-1,606
| -54% | -$44.9K | ﹤0.01% | 528 |
|
2015
Q1 | $102K | Sell |
3,001
-791
| -21% | -$26.9K | ﹤0.01% | 379 |
|
2014
Q4 | $138K | Buy |
3,792
+645
| +20% | +$23.5K | 0.01% | 296 |
|
2014
Q3 | $110K | Buy |
3,147
+1,641
| +109% | +$57.4K | 0.01% | 272 |
|
2014
Q2 | $49K | Buy |
1,506
+829
| +122% | +$27K | ﹤0.01% | 372 |
|
2014
Q1 | $20K | Buy |
+677
| New | +$20K | ﹤0.01% | 437 |
|