Creative Planning’s Express, Inc. EXPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-700
| Closed | -$48K | – | 1966 |
|
|
2019
Q3 | $48K | Hold |
700
| – | – | ﹤0.01% | 1771 |
|
|
2019
Q2 | $38K | Hold |
700
| – | – | ﹤0.01% | 1813 |
|
|
2019
Q1 | $60K | Buy |
700
+187
| +36% | +$16K | ﹤0.01% | 1738 |
|
|
2018
Q4 | $52K | Sell |
513
-12
| -2% | -$1.22K | ﹤0.01% | 1685 |
|
|
2018
Q3 | $116K | Buy |
525
+25
| +5% | +$5.52K | ﹤0.01% | 1750 |
|
|
2018
Q2 | $92K | Hold |
500
| – | – | ﹤0.01% | 1765 |
|
|
2018
Q1 | $72K | Buy |
+500
| New | +$72K | ﹤0.01% | 1765 |
|
|
2016
Q4 | – | Sell |
-15
| Closed | -$4K | – | 4641 |
|
|
2016
Q3 | $4K | Buy |
15
+10
| +200% | +$2.67K | ﹤0.01% | 3911 |
|
|
2016
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 4101 |
|
|
2015
Q4 | – | Sell |
-3
| Closed | -$1K | – | 4464 |
|
|
2015
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 4066 |
|
|
2015
Q2 | – | Sell |
-40
| Closed | -$13K | – | 3045 |
|
|
2015
Q1 | $13K | Buy |
+40
| New | +$13K | ﹤0.01% | 3005 |
|