Credit Suisse’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,112
| Closed | -$78.4K | – | 3076 |
|
|
2023
Q3 | $78.4K | Buy |
24,112
+1,075
| +5% | +$3.49K | ﹤0.01% | 3096 |
|
|
2023
Q2 | $184K | Buy |
+23,037
| New | +$184K | ﹤0.01% | 3090 |
|
|
2023
Q1 | – | Sell |
-9,097
| Closed | -$80.3K | – | 3403 |
|
|
2022
Q4 | $80.3K | Buy |
9,097
+126
| +1% | +$1.11K | ﹤0.01% | 3345 |
|
|
2022
Q3 | $132K | Buy |
8,971
+4
| +0% | +$59 | ﹤0.01% | 3357 |
|
|
2022
Q2 | $160K | Buy |
+8,967
| New | +$160K | ﹤0.01% | 3392 |
|