Advisory Research’s eXp World Holdings EXPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-50,027
Closed -$1.06M 395
2022
Q1
$1.06M Sell
50,027
-36,142
-42% -$765K 0.08% 177
2021
Q4
$2.9M Sell
86,169
-33,711
-28% -$1.14M 0.23% 81
2021
Q3
$4.77M Sell
119,880
-16,079
-12% -$640K 0.31% 84
2021
Q2
$5.27M Buy
135,959
+50,745
+60% +$1.97M 0.35% 85
2021
Q1
$3.88M Sell
85,214
-34,420
-29% -$1.57M 0.27% 96
2020
Q4
$3.78M Buy
+119,634
New +$3.78M 0.28% 91