Apriem Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,313
| Closed | -$206K | – | 184 |
|
|
2024
Q4 | $206K | Sell |
2,313
-200
| -8% | -$17.8K | 0.02% | 179 |
|
|
2024
Q3 | $290K | Hold |
2,513
| – | – | 0.03% | 136 |
|
|
2024
Q2 | $239K | Hold |
2,513
| – | – | 0.03% | 156 |
|
|
2024
Q1 | $208K | Hold |
2,513
| – | – | 0.03% | 163 |
|
|
2023
Q4 | $221K | Hold |
2,513
| – | – | 0.03% | 141 |
|
|
2023
Q3 | $215K | Hold |
2,513
| – | – | 0.03% | 131 |
|
|
2023
Q2 | $235K | Sell |
2,513
-100
| -4% | -$9.33K | 0.04% | 129 |
|
|
2023
Q1 | $260K | Hold |
2,613
| – | – | 0.04% | 124 |
|
|
2022
Q4 | $259K | Buy |
+2,613
| New | +$259K | 0.04% | 122 |
|
|
2017
Q1 | – | Sell |
-140
| Closed | -$4K | – | 685 |
|
|
2016
Q4 | $4K | Hold |
140
| – | – | ﹤0.01% | 531 |
|
|
2016
Q3 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 482 |
|