Coastline Trust’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-86,236
| Closed | -$688K | – | 263 |
|
|
2023
Q2 | $688K | Hold |
86,236
| – | – | 0.1% | 176 |
|
|
2023
Q1 | $703K | Sell |
86,236
-64,442
| -43% | -$525K | 0.1% | 182 |
|
|
2022
Q4 | $1.33M | Buy |
150,678
+54,792
| +57% | +$484K | 0.2% | 138 |
|
|
2022
Q3 | $1.43M | Buy |
+95,886
| New | +$1.43M | 0.23% | 137 |
|