Weiss Asset Management’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-37,636
| Closed | -$675K | – | 894 |
|
|
2024
Q3 | $675K | Buy |
+37,636
| New | +$675K | 0.01% | 462 |
|
|
2022
Q2 | – | Sell |
-22,223
| Closed | -$669K | – | 813 |
|
|
2022
Q1 | $669K | Buy |
+22,223
| New | +$669K | 0.01% | 590 |
|
|
2020
Q1 | – | Sell |
-25,000
| Closed | -$963K | – | 325 |
|
|
2019
Q4 | $963K | Buy |
+25,000
| New | +$963K | 0.07% | 97 |
|