Crewe Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-212
| Closed | -$20.2K | – | 807 |
|
|
2024
Q2 | $20.2K | Buy |
212
+148
| +231% | +$14.1K | ﹤0.01% | 552 |
|
|
2024
Q1 | $5.29K | Sell |
64
-27
| -30% | -$2.23K | ﹤0.01% | 717 |
|
|
2023
Q4 | $8.04K | Buy |
+91
| New | +$8.04K | ﹤0.01% | 222 |
|
|
2022
Q4 | – | Sell |
-34
| Closed | -$3K | – | 1107 |
|
|
2022
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 958 |
|
|
2022
Q2 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 888 |
|