WR Wealth Planners’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-55
| Closed | -$611 | – | 989 |
|
|
2023
Q1 | $611 | Sell |
55
-10
| -15% | -$111 | ﹤0.01% | 852 |
|
|
2022
Q4 | $646 | Sell |
65
-5
| -7% | -$50 | ﹤0.01% | 441 |
|
|
2022
Q3 | $837 | Sell |
70
-48
| -41% | -$574 | ﹤0.01% | 431 |
|
|
2022
Q2 | $3.75K | Hold |
118
| – | – | ﹤0.01% | 372 |
|
|
2022
Q1 | $3.26K | Buy |
+118
| New | +$3.26K | ﹤0.01% | 392 |
|