Wealthspire Advisors (Maryland)’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,049
| Closed | -$34K | – | 2135 |
|
|
2019
Q1 | $34K | Buy |
1,049
+269
| +34% | +$8.72K | ﹤0.01% | 1060 |
|
|
2018
Q4 | $15K | Buy |
780
+191
| +32% | +$3.67K | ﹤0.01% | 1331 |
|
|
2018
Q3 | $16K | Sell |
589
-251
| -30% | -$6.82K | ﹤0.01% | 1392 |
|
|
2018
Q2 | $20K | Sell |
840
-274
| -25% | -$6.52K | ﹤0.01% | 1317 |
|
|
2018
Q1 | $32K | Sell |
1,114
-78
| -7% | -$2.24K | ﹤0.01% | 1145 |
|
|
2017
Q4 | $35K | Buy |
1,192
+413
| +53% | +$12.1K | ﹤0.01% | 1151 |
|
|
2017
Q3 | $26K | Sell |
779
-122
| -14% | -$4.07K | ﹤0.01% | 1210 |
|
|
2017
Q2 | $26K | Sell |
901
-87
| -9% | -$2.51K | ﹤0.01% | 1172 |
|
|
2017
Q1 | $29K | Sell |
988
-335
| -25% | -$9.83K | ﹤0.01% | 962 |
|
|
2016
Q4 | $30K | Sell |
1,323
-140
| -10% | -$3.18K | ﹤0.01% | 911 |
|
|
2016
Q3 | $39K | Buy |
1,463
+164
| +13% | +$4.37K | 0.01% | 852 |
|
|
2016
Q2 | $32K | Sell |
1,299
-21
| -2% | -$517 | 0.01% | 850 |
|
|
2016
Q1 | $39K | Sell |
1,320
-677
| -34% | -$20K | 0.01% | 770 |
|
|
2015
Q4 | $56K | Buy |
+1,997
| New | +$56K | 0.01% | 686 |
|