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Whipplewood Advisors’s XP XP Stock Holding History

Whipplewood Advisors’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.47K Buy
73
+15
+26% +$303 ﹤0.01% 942
2025
Q1 		$1K Sell
58
-17
-23% -$294 ﹤0.01% 1028
2024
Q4 		$889 Buy
+75
New +$889 ﹤0.01% 1037