CWS Financial Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,824
| Closed | -$209K | – | 156 |
|
|
2023
Q3 | $209K | Sell |
1,824
-219
| -11% | -$25.1K | 0.08% | 136 |
|
|
2023
Q2 | $247K | Hold |
2,043
| – | – | 0.09% | 125 |
|
|
2023
Q1 | $225K | Sell |
2,043
-349
| -15% | -$38.4K | 0.09% | 132 |
|
|
2022
Q4 | $258K | Buy |
2,392
+50
| +2% | +$5.39K | 0.11% | 117 |
|
|
2022
Q3 | $207K | Buy |
2,342
+14
| +0.6% | +$1.24K | 0.1% | 129 |
|
|
2022
Q2 | $227K | Buy |
2,328
+18
| +0.8% | +$1.76K | 0.1% | 128 |
|
|
2022
Q1 | $238K | Sell |
2,310
-2
| -0.1% | -$206 | 0.09% | 139 |
|
|
2021
Q4 | $310K | Buy |
+2,312
| New | +$310K | 0.11% | 114 |
|
|
2021
Q2 | $302K | Sell |
2,388
-4
| -0.2% | -$506 | 0.12% | 114 |
|
|
2021
Q1 | $258K | Buy |
2,392
+45
| +2% | +$4.85K | 0.11% | 117 |
|
|
2020
Q4 | $223K | Sell |
2,347
-12
| -0.5% | -$1.14K | 0.13% | 120 |
|
|
2020
Q3 | $214K | Buy |
+2,359
| New | +$214K | 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 | +$210K | 0.15% | 118 |
|