Balasa Dinverno & Foltz’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $244K | Buy |
+2,763
| New | +$244K | 0.02% | 298 |
|
|
2022
Q2 | – | Sell |
-1,996
| Closed | -$206K | – | 346 |
|
|
2022
Q1 | $206K | Sell |
1,996
-341
| -15% | -$35.2K | 0.01% | 334 |
|
|
2021
Q4 | $314K | Sell |
2,337
-1,249
| -35% | -$168K | 0.02% | 267 |
|
|
2021
Q3 | $427K | Buy |
3,586
+1,222
| +52% | +$146K | 0.03% | 209 |
|
|
2021
Q2 | $299K | Buy |
2,364
+58
| +3% | +$7.34K | 0.02% | 257 |
|
|
2021
Q1 | $248K | Buy |
2,306
+127
| +6% | +$13.7K | 0.02% | 268 |
|
|
2020
Q4 | $207K | Buy |
+2,179
| New | +$207K | 0.02% | 281 |
|