Creative Planning’s Expro XPRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
+30,562
| New | +$263K | ﹤0.01% | 3009 |
|
|
2024
Q3 | – | Sell |
-10,832
| Closed | -$248K | – | 3262 |
|
|
2024
Q2 | $248K | Buy |
+10,832
| New | +$248K | ﹤0.01% | 2499 |
|
|
2017
Q3 | – | Sell |
-228
| Closed | -$11K | – | 3639 |
|
|
2017
Q2 | $11K | Hold |
228
| – | – | ﹤0.01% | 3543 |
|
|
2017
Q1 | $14K | Buy |
+228
| New | +$14K | ﹤0.01% | 3345 |
|
|
2015
Q4 | – | Sell |
-3,194
| Closed | -$294K | – | 4440 |
|
|
2015
Q3 | $294K | Buy |
+3,194
| New | +$294K | ﹤0.01% | 981 |
|
|
2015
Q2 | – | Sell |
-833
| Closed | -$94K | – | 2921 |
|
|
2015
Q1 | $94K | Hold |
833
| – | – | ﹤0.01% | 1601 |
|
|
2014
Q4 | $83K | Hold |
833
| – | – | ﹤0.01% | 1638 |
|
|
2014
Q3 | $94K | Sell |
833
-2,900
| -78% | -$327K | ﹤0.01% | 1509 |
|
|
2014
Q2 | $551K | Buy |
+3,733
| New | +$551K | 0.01% | 605 |
|