CWM
CCG Wealth Management’s Expedia Group EXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,321
| Closed | -$203K | – | 77 |
|
|
2022
Q4 | $203K | Sell |
2,321
-53
| -2% | -$4.64K | 0.11% | 93 |
|
|
2022
Q3 | $222K | Buy |
+2,374
| New | +$222K | 0.14% | 80 |
|
|
2022
Q2 | – | Sell |
-1,368
| Closed | -$268K | – | 113 |
|
|
2022
Q1 | $268K | Hold |
1,368
| – | – | 0.13% | 95 |
|
|
2021
Q4 | $247K | Sell |
1,368
-4,468
| -77% | -$807K | 0.13% | 75 |
|
|
2021
Q3 | $957K | Hold |
5,836
| – | – | 0.55% | 38 |
|
|
2021
Q2 | $955K | Buy |
5,836
+40
| +0.7% | +$6.55K | 0.74% | 27 |
|
|
2021
Q1 | $998K | Hold |
5,796
| – | – | 0.98% | 25 |
|
|
2020
Q4 | $767K | Buy |
+5,796
| New | +$767K | 0.81% | 26 |
|