Charter Oak Capital Management’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$97K | – | 389 |
|
|
2022
Q2 | $97K | Hold |
1,000
| – | – | 0.01% | 246 |
|
|
2022
Q1 | $103K | Hold |
1,000
| – | – | 0.01% | 249 |
|
|
2021
Q4 | $134K | Hold |
1,000
| – | – | 0.02% | 222 |
|
|
2021
Q3 | $119K | Hold |
1,000
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $127K | Hold |
1,000
| – | – | 0.02% | 215 |
|
|
2021
Q1 | $108K | Hold |
1,000
| – | – | 0.02% | 227 |
|
|
2020
Q4 | $95K | Buy |
+1,000
| New | +$95K | 0.01% | 232 |
|