Advisory Services Network’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-198,052
| Closed | -$295K | – | 1624 |
|
|
2024
Q3 | $295K | Hold |
198,052
| – | – | 0.01% | 1211 |
|
|
2024
Q2 | $295K | Sell |
198,052
-3,209
| -2% | -$4.78K | 0.01% | 1211 |
|
|
2024
Q1 | $370K | Sell |
201,261
-1,752
| -0.9% | -$3.22K | 0.01% | 1063 |
|
|
2023
Q4 | $501K | Buy |
203,013
+4,249
| +2% | +$10.5K | 0.01% | 903 |
|
|
2023
Q3 | $646K | Buy |
198,764
+143,871
| +262% | +$468K | 0.02% | 803 |
|
|
2023
Q2 | $438K | Buy |
54,893
+550
| +1% | +$4.39K | 0.01% | 973 |
|
|
2023
Q1 | $443K | Sell |
54,343
-30
| -0.1% | -$244 | 0.01% | 972 |
|
|
2022
Q4 | $480K | Buy |
+54,373
| New | +$480K | 0.01% | 877 |
|