Wealthspire Advisors (Maryland)’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 |
-1,460
| Closed | -$82K | – | 2634 |
|
|
2018
Q2 | $82K | Sell |
1,460
-22
| -1% | -$1.24K | 0.01% | 783 |
|
|
2018
Q1 | $82K | Sell |
1,482
-546
| -27% | -$30.2K | 0.01% | 789 |
|
|
2017
Q4 | $71K | Buy |
2,028
+450
| +29% | +$15.8K | 0.01% | 866 |
|
|
2017
Q3 | $62K | Sell |
1,578
-20
| -1% | -$786 | 0.01% | 890 |
|
|
2017
Q2 | $70K | Buy |
1,598
+150
| +10% | +$6.57K | 0.01% | 829 |
|
|
2017
Q1 | $58K | Buy |
1,448
+228
| +19% | +$9.13K | 0.01% | 768 |
|
|
2016
Q4 | $45K | Buy |
1,220
+28
| +2% | +$1.03K | 0.01% | 803 |
|
|
2016
Q3 | $40K | Sell |
1,192
-7
| -0.6% | -$235 | 0.01% | 843 |
|
|
2016
Q2 | $40K | Hold |
1,199
| – | – | 0.01% | 801 |
|
|
2016
Q1 | $44K | Sell |
1,199
-1,038
| -46% | -$38.1K | 0.01% | 737 |
|
|
2015
Q4 | $88K | Buy |
+2,237
| New | +$88K | 0.02% | 559 |
|