Benjamin F. Edwards & Company’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $83K | Buy |
873
+361
| +71% | +$34.3K | ﹤0.01% | 1164 |
|
|
2024
Q1 | $42K | Buy |
512
+459
| +866% | +$37.7K | ﹤0.01% | 1350 |
|
|
2023
Q4 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 1837 |
|
|
2023
Q1 | – | Sell |
-47
| Closed | -$5K | – | 1821 |
|
|
2022
Q4 | $5K | Hold |
47
| – | – | ﹤0.01% | 1566 |
|
|
2022
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 1593 |
|
|
2022
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 1581 |
|
|
2022
Q1 | $5K | Hold |
47
| – | – | ﹤0.01% | 1522 |
|
|
2021
Q4 | $5K | Hold |
47
| – | – | ﹤0.01% | 1523 |
|
|
2021
Q3 | $5K | Hold |
47
| – | – | ﹤0.01% | 1520 |
|
|
2021
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 1544 |
|
|
2021
Q1 | $5K | Hold |
47
| – | – | ﹤0.01% | 1494 |
|
|
2020
Q4 | $4K | Sell |
47
-250
| -84% | -$21.3K | ﹤0.01% | 1443 |
|
|
2020
Q3 | $21K | Hold |
297
| – | – | ﹤0.01% | 1099 |
|
|
2020
Q2 | $24K | Sell |
297
-47
| -14% | -$3.8K | ﹤0.01% | 1068 |
|
|
2020
Q1 | $25K | Hold |
344
| – | – | ﹤0.01% | 1012 |
|
|
2019
Q4 | $24K | Hold |
344
| – | – | ﹤0.01% | 1173 |
|
|
2019
Q3 | $24K | Buy |
344
+47
| +16% | +$3.28K | ﹤0.01% | 1137 |
|
|
2019
Q2 | $17K | Buy |
297
+47
| +19% | +$2.69K | ﹤0.01% | 1247 |
|
|
2019
Q1 | $14K | Hold |
250
| – | – | ﹤0.01% | 1230 |
|
|
2018
Q4 | $13K | Hold |
250
| – | – | ﹤0.01% | 1202 |
|
|
2018
Q3 | $13K | Sell |
250
-3,000
| -92% | -$156K | ﹤0.01% | 1212 |
|
|
2018
Q2 | $157K | Buy |
3,250
+3,000
| +1,200% | +$145K | 0.02% | 566 |
|
|
2018
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 1255 |
|
|
2017
Q4 | $9K | Hold |
250
| – | – | ﹤0.01% | 1207 |
|
|
2017
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 1161 |
|
|
2017
Q2 | $7K | Hold |
250
| – | – | ﹤0.01% | 1164 |
|
|
2017
Q1 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 1085 |
|