Berman Capital Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $13K | Hold |
115
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q2 | $10K | Buy |
115
+1
| +0.9% | +$87 | ﹤0.01% | 1132 |
|
|
2021
Q1 | $11K | Sell |
114
-46
| -29% | -$4.44K | ﹤0.01% | 999 |
|
|
2020
Q4 | $14K | Buy |
160
+46
| +40% | +$4.03K | ﹤0.01% | 784 |
|
|
2020
Q3 | $8K | Sell |
114
-10
| -8% | -$702 | ﹤0.01% | 865 |
|
|
2020
Q2 | $10K | Hold |
124
| – | – | ﹤0.01% | 755 |
|
|
2020
Q1 | $8K | Hold |
124
| – | – | ﹤0.01% | 721 |
|
|
2019
Q4 | $8K | Hold |
124
| – | – | ﹤0.01% | 825 |
|
|
2019
Q3 | $8K | Hold |
124
| – | – | ﹤0.01% | 782 |
|
|
2019
Q2 | $7K | Hold |
124
| – | – | ﹤0.01% | 857 |
|
|
2019
Q1 | $7K | Buy |
124
+40
| +48% | +$2.26K | ﹤0.01% | 756 |
|
|
2018
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 731 |
|