Avior Wealth Management’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 |
-5
| Closed | -$445 | – | 1260 |
|
|
2024
Q4 | $445 | Hold |
5
| – | – | ﹤0.01% | 2301 |
|
|
2024
Q3 | $576 | Hold |
5
| – | – | ﹤0.01% | 2152 |
|
|
2024
Q2 | $475 | Sell |
5
-430
| -99% | -$40.9K | ﹤0.01% | 2127 |
|
|
2024
Q1 | $36K | Buy |
+435
| New | +$36K | ﹤0.01% | 1361 |
|
|
2016
Q3 | – | Sell |
-1,200
| Closed | -$35K | – | 475 |
|
|
2016
Q2 | $35K | Hold |
1,200
| – | – | 0.01% | 228 |
|
|
2016
Q1 | $31K | Hold |
1,200
| – | – | 0.01% | 240 |
|
|
2015
Q4 | $30K | Hold |
1,200
| – | – | 0.02% | 212 |
|
|
2015
Q3 | $27K | Hold |
1,200
| – | – | 0.02% | 208 |
|
|
2015
Q2 | $27K | Hold |
1,200
| – | – | 0.02% | 186 |
|
|
2015
Q1 | $27K | Buy |
+1,200
| New | +$27K | 0.02% | 182 |
|