Covestor’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
2,134
+349
| +20% | +$26K | 0.09% | 287 |
|
|
2025
Q1 | $145K | Buy |
1,785
+543
| +44% | +$44.1K | 0.1% | 268 |
|
|
2024
Q4 | $111K | Sell |
1,242
-156
| -11% | -$13.9K | 0.07% | 459 |
|
|
2024
Q3 | $161K | Sell |
1,398
-768
| -35% | -$88.4K | 0.1% | 264 |
|
|
2024
Q2 | $206K | Buy |
2,166
+1,577
| +268% | +$150K | 0.13% | 151 |
|
|
2024
Q1 | $49K | Sell |
589
-881
| -60% | -$73.3K | 0.03% | 886 |
|
|
2023
Q4 | $129K | Sell |
1,470
-4
| -0.3% | -$351 | 0.09% | 331 |
|
|
2023
Q3 | $126K | Buy |
1,474
+293
| +25% | +$25K | 0.1% | 289 |
|
|
2023
Q2 | $110K | Sell |
1,181
-2
| -0.2% | -$186 | 0.08% | 379 |
|
|
2023
Q1 | $118K | Sell |
1,183
-40
| -3% | -$3.99K | 0.1% | 291 |
|
|
2022
Q4 | $121K | Buy |
1,223
+40
| +3% | +$3.96K | 0.1% | 306 |
|
|
2022
Q3 | $104K | Buy |
1,183
+1,091
| +1,186% | +$95.9K | 0.09% | 336 |
|
|
2022
Q2 | $8K | Sell |
92
-1
| -1% | -$87 | 0.01% | 1273 |
|
|
2022
Q1 | $10K | Buy |
93
+41
| +79% | +$4.41K | 0.01% | 1300 |
|
|
2021
Q4 | $6K | Buy |
+52
| New | +$6K | 0.01% | 1220 |
|