Dynamic Advisor Solutions’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-8,057
| Closed | -$393K | – | 205 |
|
|
2016
Q1 | $393K | Hold |
8,057
| – | – | 0.17% | 139 |
|
|
2015
Q4 | $363K | Hold |
8,057
| – | – | 0.15% | 157 |
|
|
2015
Q3 | $379K | Buy |
8,057
+2,517
| +45% | +$118K | 0.19% | 122 |
|
|
2015
Q2 | $255K | Sell |
5,540
-18,159
| -77% | -$836K | 0.15% | 137 |
|
|
2015
Q1 | $1.14M | Buy |
23,699
+186
| +0.8% | +$8.96K | 0.57% | 54 |
|
|
2014
Q4 | $1.05M | Buy |
23,513
+11,120
| +90% | +$496K | 0.56% | 53 |
|
|
2014
Q3 | $503K | Buy |
+12,393
| New | +$503K | 0.27% | 107 |
|
|
2014
Q2 | – | Sell |
-12,734
| Closed | -$505K | – | 209 |
|
|
2014
Q1 | $505K | Sell |
12,734
-2,988
| -19% | -$118K | 0.34% | 104 |
|
|
2013
Q4 | $695K | Buy |
+15,722
| New | +$695K | 0.51% | 61 |
|