Berman Capital Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $68K | Buy |
572
+102
| +22% | +$12.1K | 0.01% | 561 |
|
|
2021
Q2 | $59K | Buy |
470
+32
| +7% | +$4.02K | 0.01% | 521 |
|
|
2021
Q1 | $47K | Buy |
438
+90
| +26% | +$9.66K | 0.01% | 500 |
|
|
2020
Q4 | $33K | Buy |
348
+24
| +7% | +$2.28K | 0.01% | 523 |
|
|
2020
Q3 | $28K | Hold |
324
| – | – | 0.01% | 492 |
|
|
2020
Q2 | $24K | Buy |
324
+29
| +10% | +$2.15K | 0.01% | 491 |
|
|
2020
Q1 | $19K | Buy |
295
+1
| +0.3% | +$64 | 0.01% | 503 |
|
|
2019
Q4 | $22K | Sell |
294
-1
| -0.3% | -$75 | 0.01% | 500 |
|
|
2019
Q3 | $21K | Hold |
295
| – | – | 0.01% | 491 |
|
|
2019
Q2 | $22K | Buy |
295
+190
| +181% | +$14.2K | 0.01% | 486 |
|
|
2019
Q1 | $7K | Hold |
105
| – | – | ﹤0.01% | 755 |
|
|
2018
Q4 | $7K | Buy |
+105
| New | +$7K | ﹤0.01% | 593 |
|