Yorktown Management & Research Company’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,800
| Closed | -$225K | – | 228 |
|
|
2024
Q2 | $225K | Hold |
12,800
| – | – | 0.24% | 182 |
|
|
2024
Q1 | $328K | Hold |
12,800
| – | – | 0.31% | 148 |
|
|
2023
Q4 | $334K | Buy |
+12,800
| New | +$334K | 0.35% | 141 |
|
|
2022
Q4 | – | Sell |
-17,950
| Closed | -$341K | – | 219 |
|
|
2022
Q3 | $341K | Buy |
17,950
+5,150
| +40% | +$97.8K | 0.44% | 89 |
|
|
2022
Q2 | $230K | Buy |
+12,800
| New | +$230K | 0.3% | 152 |
|