Disciplined Investments’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$467 | – | 581 |
|
|
2023
Q2 | $467 | Sell |
5
-2
| -29% | -$187 | ﹤0.01% | 1251 |
|
|
2023
Q1 | $698 | Hold |
7
| – | – | ﹤0.01% | 1116 |
|
|
2022
Q4 | $694 | Buy |
7
+2
| +40% | +$198 | ﹤0.01% | 1043 |
|
|
2022
Q3 | $0 | Sell |
5
-2
| -29% | – | ﹤0.01% | 1346 |
|
|
2022
Q2 | $1K | Buy |
7
+2
| +40% | +$286 | ﹤0.01% | 902 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 960 |
|