Connectus Wealth’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $910K | Hold |
11,000
| – | – | 0.02% | 237 |
|
2023
Q4 | $969K | Hold |
11,000
| – | – | 0.02% | 334 |
|
2023
Q3 | $942K | Hold |
11,000
| – | – | 0.02% | 318 |
|
2023
Q2 | $1.03M | Hold |
11,000
| – | – | 0.02% | 278 |
|
2023
Q1 | $1.1M | Hold |
11,000
| – | – | 0.03% | 278 |
|
2022
Q4 | $1.09M | Hold |
11,000
| – | – | 0.03% | 278 |
|
2022
Q3 | $964K | Hold |
11,000
| – | – | 0.02% | 341 |
|
2022
Q2 | $1.01M | Buy |
11,000
+2,200
| +25% | +$201K | 0.02% | 276 |
|
2022
Q1 | $1.03M | Hold |
8,800
| – | – | 0.03% | 241 |
|
2021
Q4 | $1.03M | Buy |
+8,800
| New | +$1.03M | 0.04% | 218 |
|