CreativeOne Wealth’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,815
| Closed | -$239K | – | 1083 |
|
|
2024
Q3 | $239K | Buy |
+1,815
| New | +$239K | 0.01% | 845 |
|
|
2024
Q2 | – | Sell |
-1,846
| Closed | -$224K | – | 811 |
|
|
2024
Q1 | $224K | Buy |
+1,846
| New | +$224K | 0.01% | 807 |
|
|
2023
Q4 | – | Sell |
-2,892
| Closed | -$332K | – | 633 |
|
|
2023
Q3 | $332K | Sell |
2,892
-5,240
| -64% | -$602K | 0.02% | 420 |
|
|
2023
Q2 | $985K | Buy |
+8,132
| New | +$985K | 0.05% | 334 |
|