YorkBridge Wealth Partners’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-300
| Closed | -$11K | – | 666 |
|
|
2019
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 545 |
|
|
2019
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 598 |
|
|
2018
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 625 |
|
|
2018
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 622 |
|
|
2018
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 666 |
|
|
2018
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 646 |
|
|
2017
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 650 |
|
|
2017
Q3 | $10K | Hold |
300
| – | – | 0.01% | 641 |
|
|
2017
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 651 |
|
|
2017
Q1 | $8K | Sell |
300
-155
| -34% | -$4.13K | ﹤0.01% | 648 |
|
|
2016
Q4 | $11K | Buy |
+455
| New | +$11K | 0.01% | 573 |
|