WFG Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Sell |
48
-1
| -2% | -$21 | ﹤0.01% | 1507 |
|
|
2017
Q1 | $1K | Sell |
49
-26
| -35% | -$531 | ﹤0.01% | 1439 |
|
|
2016
Q4 | $2K | Buy |
75
+31
| +70% | +$827 | ﹤0.01% | 1422 |
|
|
2016
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 1508 |
|
|
2016
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 1501 |
|
|
2016
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 1465 |
|
|
2015
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 1498 |
|
|
2015
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 1531 |
|
|
2015
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 1593 |
|
|
2015
Q1 | $1K | Sell |
44
-105
| -70% | -$2.39K | ﹤0.01% | 1661 |
|
|
2014
Q4 | $5K | Hold |
149
| – | – | ﹤0.01% | 1640 |
|
|
2014
Q3 | $5K | Hold |
149
| – | – | ﹤0.01% | 1667 |
|
|
2014
Q2 | $5K | Hold |
149
| – | – | ﹤0.01% | 1652 |
|
|
2014
Q1 | $4K | Sell |
149
-164
| -52% | -$4.4K | ﹤0.01% | 1681 |
|
|
2013
Q4 | $10K | Buy |
313
+1
| +0.3% | +$32 | ﹤0.01% | 1586 |
|
|
2013
Q3 | $8K | Hold |
312
| – | – | ﹤0.01% | 1608 |
|
|
2013
Q2 | $7K | Buy |
+312
| New | +$7K | ﹤0.01% | 1580 |
|