Advisor Group’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $428K | Buy |
6,193
+367
| +6% | +$25.4K | ﹤0.01% | 1784 |
|
2019
Q3 | $407K | Sell |
5,826
-202
| -3% | -$14.1K | ﹤0.01% | 1762 |
|
2019
Q2 | $353K | Sell |
6,028
-11,624
| -66% | -$681K | ﹤0.01% | 1864 |
|
2019
Q1 | $1.02M | Buy |
17,652
+10,505
| +147% | +$606K | 0.01% | 1072 |
|
2018
Q4 | $362K | Buy |
7,147
+912
| +15% | +$46.2K | ﹤0.01% | 1637 |
|
2018
Q3 | $334K | Buy |
6,235
+723
| +13% | +$38.7K | ﹤0.01% | 1781 |
|
2018
Q2 | $267K | Sell |
5,512
-174
| -3% | -$8.43K | ﹤0.01% | 1763 |
|
2018
Q1 | $224K | Sell |
5,686
-350
| -6% | -$13.8K | ﹤0.01% | 1887 |
|
2017
Q4 | $215K | Buy |
6,036
+1,342
| +29% | +$47.8K | ﹤0.01% | 1939 |
|
2017
Q3 | $173K | Buy |
4,694
+432
| +10% | +$15.9K | ﹤0.01% | 1960 |
|
2017
Q2 | $124K | Buy |
4,262
+568
| +15% | +$16.5K | ﹤0.01% | 2127 |
|
2017
Q1 | $109K | Buy |
3,694
+50
| +1% | +$1.48K | ﹤0.01% | 2094 |
|
2016
Q4 | $110K | Sell |
3,644
-46
| -1% | -$1.39K | ﹤0.01% | 1999 |
|
2016
Q3 | $94K | Sell |
3,690
-88
| -2% | -$2.24K | ﹤0.01% | 2047 |
|
2016
Q2 | $107K | Buy |
+3,778
| New | +$107K | ﹤0.01% | 1882 |
|