Concord Wealth Partners’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-50
| Closed | -$7.59K | – | 871 |
|
2023
Q4 | $7.59K | Hold |
50
| – | – | ﹤0.01% | 593 |
|
2023
Q3 | $5.15K | Sell |
50
-50
| -50% | -$5.15K | ﹤0.01% | 711 |
|
2023
Q2 | $10.9K | Buy |
+100
| New | +$10.9K | ﹤0.01% | 590 |
|
2023
Q1 | – | Sell |
-100
| Closed | -$8.76K | – | 1073 |
|
2022
Q4 | $8.76K | Buy |
+100
| New | +$8.76K | ﹤0.01% | 653 |
|
2022
Q3 | – | Sell |
-100
| Closed | -$9K | – | 475 |
|
2022
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 701 |
|
2022
Q1 | $20K | Hold |
100
| – | – | 0.01% | 630 |
|
2021
Q4 | $18K | Buy |
+100
| New | +$18K | ﹤0.01% | 669 |
|
2021
Q3 | – | Sell |
-100
| Closed | -$16K | – | 944 |
|
2021
Q2 | $16K | Hold |
100
| – | – | ﹤0.01% | 546 |
|
2021
Q1 | $17K | Hold |
100
| – | – | 0.01% | 499 |
|
2020
Q4 | $13K | Buy |
+100
| New | +$13K | 0.01% | 345 |
|