Cahill Wealth Management’s Expion360 XPON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-244
| Closed | -$1.26K | – | 51 |
|
|
2024
Q3 | $1.26K | Sell |
244
-200
| -45% | -$1.03K | ﹤0.01% | 50 |
|
|
2024
Q2 | $44.4K | Hold |
444
| – | – | 0.03% | 48 |
|
|
2024
Q1 | $138K | Hold |
444
| – | – | 0.08% | 47 |
|
|
2023
Q4 | $239K | Hold |
444
| – | – | 0.16% | 41 |
|
|
2023
Q3 | $182K | Buy |
444
+8
| +2% | +$3.29K | 0.14% | 45 |
|
|
2023
Q2 | $217K | Buy |
436
+158
| +57% | +$78.5K | 0.15% | 47 |
|
|
2023
Q1 | $134K | Buy |
+278
| New | +$134K | 0.1% | 47 |
|