Whitney & Co’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,973
| Closed | -$276K | – | 109 |
|
|
2019
Q3 | $276K | Sell |
7,973
-149
| -2% | -$5.16K | 0.06% | 96 |
|
|
2019
Q2 | $288K | Sell |
8,122
-32
| -0.4% | -$1.14K | 0.06% | 94 |
|
|
2019
Q1 | $272K | Sell |
8,154
-37
| -0.5% | -$1.23K | 0.06% | 94 |
|
|
2018
Q4 | $235K | Hold |
8,191
| – | – | 0.06% | 107 |
|
|
2018
Q3 | $239K | Buy |
8,191
+150
| +2% | +$4.38K | 0.06% | 101 |
|
|
2018
Q2 | $193K | Hold |
8,041
| – | – | 0.05% | 104 |
|
|
2018
Q1 | $231K | Hold |
8,041
| – | – | 0.07% | 104 |
|
|
2017
Q4 | $234K | Hold |
8,041
| – | – | 0.07% | 104 |
|
|
2017
Q3 | $231K | Hold |
8,041
| – | – | 0.08% | 100 |
|
|
2017
Q2 | $231K | Buy |
+8,041
| New | +$231K | 0.08% | 103 |
|