Wealthspire Advisors (Maryland)’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,765
| Closed | -$70K | – | 2134 |
|
|
2019
Q1 | $70K | Buy |
3,765
+770
| +26% | +$14.3K | 0.01% | 776 |
|
|
2018
Q4 | $59K | Buy |
2,995
+508
| +20% | +$10K | 0.01% | 790 |
|
|
2018
Q3 | $98K | Sell |
2,487
-55
| -2% | -$2.17K | 0.01% | 695 |
|
|
2018
Q2 | $88K | Buy |
2,542
+47
| +2% | +$1.63K | 0.01% | 754 |
|
|
2018
Q1 | $88K | Buy |
2,495
+46
| +2% | +$1.62K | 0.01% | 756 |
|
|
2017
Q4 | $78K | Sell |
2,449
-546
| -18% | -$17.4K | 0.01% | 820 |
|
|
2017
Q3 | $70K | Buy |
2,995
+563
| +23% | +$13.2K | 0.01% | 849 |
|
|
2017
Q2 | $54K | Buy |
2,432
+1,955
| +410% | +$43.4K | 0.01% | 928 |
|
|
2017
Q1 | $8K | Sell |
477
-28,914
| -98% | -$485K | ﹤0.01% | 1419 |
|
|
2016
Q4 | $439K | Sell |
29,391
-795
| -3% | -$11.9K | 0.07% | 196 |
|
|
2016
Q3 | $383K | Sell |
30,186
-159
| -0.5% | -$2.02K | 0.06% | 221 |
|
|
2016
Q2 | $276K | Buy |
30,345
+2,891
| +11% | +$26.3K | 0.05% | 277 |
|
|
2016
Q1 | $291K | Buy |
27,454
+26,260
| +2,199% | +$278K | 0.05% | 263 |
|
|
2015
Q4 | $11K | Buy |
+1,194
| New | +$11K | ﹤0.01% | 1180 |
|