Baldwin Wealth Partners’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-553
| Closed | -$63.8K | – | 502 |
|
|
2024
Q3 | $63.8K | Buy |
+553
| New | +$63.8K | ﹤0.01% | 498 |
|
|
2024
Q1 | – | Sell |
-110
| Closed | -$9.68K | – | 707 |
|
|
2023
Q4 | $9.68K | Hold |
110
| – | – | ﹤0.01% | 579 |
|
|
2023
Q3 | $9.42K | Hold |
110
| – | – | ﹤0.01% | 584 |
|
|
2023
Q2 | $10.3K | Hold |
110
| – | – | ﹤0.01% | 592 |
|
|
2023
Q1 | $11K | Hold |
110
| – | – | ﹤0.01% | 608 |
|
|
2022
Q4 | $10.9K | Buy |
+110
| New | +$10.9K | ﹤0.01% | 602 |
|