Aperio Group’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $2.43M | Sell |
27,018
-477
| -2% | -$42.9K | 0.01% | 1144 |
|
2020
Q3 | $1.98M | Sell |
27,495
-231
| -0.8% | -$16.6K | 0.01% | 1119 |
|
2020
Q2 | $2.24M | Sell |
27,726
-1,903
| -6% | -$154K | 0.01% | 1059 |
|
2020
Q1 | $2.13M | Buy |
29,629
+3,031
| +11% | +$218K | 0.01% | 994 |
|
2019
Q4 | $1.84M | Buy |
26,598
+218
| +0.8% | +$15K | 0.01% | 1124 |
|
2019
Q3 | $1.84M | Buy |
26,380
+1,153
| +5% | +$80.6K | 0.01% | 1091 |
|
2019
Q2 | $1.48M | Buy |
25,227
+1,602
| +7% | +$93.8K | 0.01% | 1207 |
|
2019
Q1 | $1.36M | Buy |
23,625
+1,017
| +4% | +$58.7K | 0.01% | 1208 |
|
2018
Q4 | $1.15M | Sell |
22,608
-2,333
| -9% | -$118K | 0.01% | 1230 |
|
2018
Q3 | $1.34M | Buy |
24,941
+961
| +4% | +$51.5K | 0.01% | 1250 |
|
2018
Q2 | $1.16M | Buy |
23,980
+1,062
| +5% | +$51.3K | 0.01% | 1291 |
|
2018
Q1 | $901K | Buy |
22,918
+2,084
| +10% | +$81.9K | ﹤0.01% | 1383 |
|
2017
Q4 | $741K | Buy |
20,834
+558
| +3% | +$19.8K | ﹤0.01% | 1493 |
|
2017
Q3 | $749K | Buy |
20,276
+588
| +3% | +$21.7K | ﹤0.01% | 1445 |
|
2017
Q2 | $574K | Buy |
19,688
+1,234
| +7% | +$36K | ﹤0.01% | 1569 |
|
2017
Q1 | $549K | Buy |
18,454
+358
| +2% | +$10.7K | ﹤0.01% | 1492 |
|
2016
Q4 | $546K | Buy |
18,096
+778
| +4% | +$23.5K | ﹤0.01% | 1460 |
|
2016
Q3 | $442K | Buy |
17,318
+774
| +5% | +$19.8K | ﹤0.01% | 1515 |
|
2016
Q2 | $483K | Buy |
16,544
+2,376
| +17% | +$69.4K | ﹤0.01% | 1400 |
|
2016
Q1 | $361K | Buy |
14,168
+1,864
| +15% | +$47.5K | ﹤0.01% | 1541 |
|
2015
Q4 | $307K | Buy |
12,304
+1,016
| +9% | +$25.4K | ﹤0.01% | 1605 |
|
2015
Q3 | $251K | Buy |
11,288
+88
| +0.8% | +$1.96K | ﹤0.01% | 1653 |
|
2015
Q2 | $251K | Buy |
11,200
+192
| +2% | +$4.3K | ﹤0.01% | 1736 |
|
2015
Q1 | $245K | Buy |
+11,008
| New | +$245K | ﹤0.01% | 1696 |
|