CWS Financial Advisors’s Expeditors International EXPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,824	Closed	-$209K	–	156
2023 Q3	$209K	Sell	1,824 -219	-11%	-$26K	0.08%	135
2023 Q2	$247K	Hold	2,043	–	–	0.09%	125
2023 Q1	$225K	Sell	2,043 -349	-15%	-$37.9K	0.09%	132
2022 Q4	$258K	Buy	2,392 +50	+2%	+$5.15K	0.11%	117
2022 Q3	$207K	Buy	2,342 +14	+0.6%	+$1.4K	0.1%	129
2022 Q2	$227K	Buy	2,328 +18	+0.8%	+$1.84K	0.1%	128
2022 Q1	$238K	Sell	2,310 -2	-0.1%	-$221	0.09%	139
2021 Q4	$310K	Buy	+2,312	New	+$289K	0.11%	114
2021 Q2	$302K	Sell	2,388 -4	-0.2%	-$472	0.12%	114
2021 Q1	$258K	Buy	2,392 +45	+2%	+$4.33K	0.11%	117
2020 Q4	$223K	Sell	2,347 -12	-0.5%	-$1.09K	0.13%	120
2020 Q3	$214K	Buy	+2,359	New	+$201K	0.14%	118
2020 Q2	–	Sell	-2,693	Closed	-$210K	–	125
2020 Q1	$210K	Hold	2,693	–	–	0.16%	118
2019 Q4	$210K	Buy	+2,693	New	+$202K	0.15%	118