Curi Wealth Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-97
| Closed | -$9K | – | 360 |
|
|
2022
Q2 | $9K | Hold |
97
| – | – | ﹤0.01% | 383 |
|
|
2022
Q1 | $10K | Hold |
97
| – | – | ﹤0.01% | 358 |
|
|
2021
Q4 | $11K | Buy |
+97
| New | +$11K | ﹤0.01% | 307 |
|
|
2021
Q1 | – | Sell |
-97
| Closed | -$8K | – | 228 |
|
|
2020
Q4 | $8K | Buy |
+97
| New | +$8K | 0.01% | 276 |
|