Creative Planning’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-38,028
| Closed | -$618K | – | 2816 |
|
|
2023
Q3 | $618K | Sell |
38,028
-23,804
| -38% | -$387K | ﹤0.01% | 1424 |
|
|
2023
Q2 | $1.25M | Buy |
61,832
+74
| +0.1% | +$1.5K | ﹤0.01% | 1011 |
|
|
2023
Q1 | $784K | Buy |
61,758
+4,570
| +8% | +$58K | ﹤0.01% | 1198 |
|
|
2022
Q4 | $634K | Buy |
57,188
+1,277
| +2% | +$14.1K | ﹤0.01% | 1292 |
|
|
2022
Q3 | $627K | Sell |
55,911
-5,977
| -10% | -$67K | ﹤0.01% | 1181 |
|
|
2022
Q2 | $728K | Sell |
61,888
-45,203
| -42% | -$532K | ﹤0.01% | 1112 |
|
|
2022
Q1 | $2.27M | Buy |
107,091
+96,784
| +939% | +$2.05M | ﹤0.01% | 671 |
|
|
2021
Q4 | $347K | Buy |
10,307
+2,365
| +30% | +$79.6K | ﹤0.01% | 1522 |
|
|
2021
Q3 | $316K | Buy |
7,942
+1,501
| +23% | +$59.7K | ﹤0.01% | 1559 |
|
|
2021
Q2 | $250K | Sell |
6,441
-833
| -11% | -$32.3K | ﹤0.01% | 1656 |
|
|
2021
Q1 | $331K | Sell |
7,274
-256
| -3% | -$11.6K | ﹤0.01% | 1702 |
|
|
2020
Q4 | $238K | Buy |
+7,530
| New | +$238K | ﹤0.01% | 1741 |
|