Advisory Services Network’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-109
| Closed | -$9.6K | – | 2158 |
|
2023
Q4 | $9.6K | Buy |
+109
| New | +$9.6K | ﹤0.01% | 2881 |
|
2023
Q2 | – | Sell |
-58
| Closed | -$5.78K | – | 2155 |
|
2023
Q1 | $5.78K | Hold |
58
| – | – | ﹤0.01% | 3104 |
|
2022
Q4 | $5.75K | Buy |
+58
| New | +$5.75K | ﹤0.01% | 3072 |
|
2021
Q3 | – | Sell |
-128
| Closed | -$11K | – | 2001 |
|
2021
Q2 | $11K | Buy |
+128
| New | +$11K | ﹤0.01% | 2742 |
|
2021
Q1 | – | Sell |
-141
| Closed | -$13K | – | 1898 |
|
2020
Q4 | $13K | Sell |
141
-284
| -67% | -$26.2K | ﹤0.01% | 2307 |
|
2020
Q3 | $31K | Buy |
+425
| New | +$31K | ﹤0.01% | 1835 |
|
2020
Q2 | – | Sell |
-427
| Closed | -$31K | – | 1573 |
|
2020
Q1 | $31K | Buy |
427
+11
| +3% | +$799 | ﹤0.01% | 1618 |
|
2019
Q4 | $29K | Sell |
416
-11
| -3% | -$767 | ﹤0.01% | 1813 |
|
2019
Q3 | $25K | Hold |
427
| – | – | ﹤0.01% | 1698 |
|
2019
Q2 | $25K | Buy |
427
+62
| +17% | +$3.63K | ﹤0.01% | 1696 |
|
2019
Q1 | $21K | Sell |
365
-60
| -14% | -$3.45K | ﹤0.01% | 1585 |
|
2018
Q4 | $21K | Buy |
425
+221
| +108% | +$10.9K | ﹤0.01% | 1470 |
|
2018
Q3 | $11K | Sell |
204
-64
| -24% | -$3.45K | ﹤0.01% | 1775 |
|
2018
Q2 | $13K | Sell |
268
-2,622
| -91% | -$127K | ﹤0.01% | 1690 |
|
2018
Q1 | $114K | Buy |
2,890
+806
| +39% | +$31.8K | 0.01% | 977 |
|
2017
Q4 | $74K | Buy |
2,084
+90
| +5% | +$3.2K | 0.01% | 1087 |
|
2017
Q3 | $74K | Sell |
1,994
-2,106
| -51% | -$78.2K | 0.01% | 961 |
|
2017
Q2 | $119K | Sell |
4,100
-46
| -1% | -$1.34K | 0.02% | 782 |
|
2017
Q1 | $123K | Buy |
+4,146
| New | +$123K | 0.02% | 748 |
|
2016
Q3 | $140K | Sell |
5,500
-62
| -1% | -$1.58K | 0.03% | 603 |
|
2016
Q2 | $162K | Buy |
5,562
+118
| +2% | +$3.44K | 0.04% | 493 |
|
2016
Q1 | $139K | Buy |
5,444
+6
| +0.1% | +$153 | 0.04% | 447 |
|
2015
Q4 | $136K | Buy |
5,438
+6
| +0.1% | +$150 | 0.04% | 389 |
|
2015
Q3 | $121K | Buy |
+5,432
| New | +$121K | 0.04% | 361 |
|