CBIZ Investment Advisory Services’s eXp World Holdings EXPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,371
Closed -$13.4K 756
2025
Q1
$13.4K Sell
1,371
-14
-1% -$137 ﹤0.01% 285
2024
Q4
$15.9K Buy
1,385
+386
+39% +$4.44K ﹤0.01% 242
2024
Q3
$14.1K Buy
999
+65
+7% +$916 ﹤0.01% 244
2024
Q2
$10.5K Sell
934
-16
-2% -$181 ﹤0.01% 248
2024
Q1
$9.81K Buy
+950
New +$9.81K ﹤0.01% 250