B. Riley Wealth Management’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-600
| Closed | -$27K | – | 338 |
|
|
2015
Q2 | $27K | Hold |
600
| – | – | 0.02% | 548 |
|
|
2015
Q1 | $28K | Sell |
600
-294
| -33% | -$13.7K | 0.02% | 531 |
|
|
2014
Q4 | $39K | Sell |
894
-1,099
| -55% | -$47.9K | 0.03% | 435 |
|
|
2014
Q3 | $80K | Hold |
1,993
| – | – | 0.06% | 328 |
|
|
2014
Q2 | $88K | Buy |
1,993
+1
| +0.1% | +$44 | 0.06% | 367 |
|
|
2014
Q1 | $79K | Buy |
+1,992
| New | +$79K | 0.06% | 358 |
|