Avitas Wealth Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,867
| Closed | -$1.03M | – | 140 |
|
|
2019
Q4 | $1.03M | Sell |
14,867
-31
| -0.2% | -$2.14K | 0.26% | 108 |
|
|
2019
Q3 | $1.04M | Buy |
14,898
+3,924
| +36% | +$274K | 0.29% | 102 |
|
|
2019
Q2 | $642K | Sell |
10,974
-279
| -2% | -$16.3K | 0.18% | 128 |
|
|
2019
Q1 | $650K | Sell |
11,253
-699
| -6% | -$40.4K | 0.19% | 122 |
|
|
2018
Q4 | $606K | Buy |
+11,952
| New | +$606K | 0.2% | 120 |
|