Archford Capital Strategies’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-100
| Closed | -$5K | – | 577 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 466 |
|
|
2018
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 413 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$3K | – | 331 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 538 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 457 |
|
|
2016
Q3 | $2K | Sell |
100
-100
| -50% | -$2K | ﹤0.01% | 525 |
|
|
2016
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 443 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$6K | – | 317 |
|
|
2015
Q4 | $6K | Sell |
200
-88
| -31% | -$2.64K | ﹤0.01% | 518 |
|
|
2015
Q3 | $6K | Buy |
288
+144
| +100% | +$3K | ﹤0.01% | 397 |
|
|
2015
Q2 | $3K | Hold |
144
| – | – | ﹤0.01% | 427 |
|
|
2015
Q1 | $3.2K | Hold |
144
| – | – | ﹤0.01% | 434 |
|
|
2014
Q4 | $3K | Hold |
144
| – | – | ﹤0.01% | 433 |
|
|
2014
Q3 | $3K | Buy |
144
+32
| +29% | +$667 | ﹤0.01% | 437 |
|
|
2014
Q2 | $2.08K | Buy |
+112
| New | +$2.08K | ﹤0.01% | 681 |
|