Dynamic Advisor Solutions’s Expedia Group EXPE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,054
Closed -$733K 743
2021
Q4
$733K Buy
4,054
+71
+2% +$12.8K 0.05% 340
2021
Q3
$653K Sell
3,983
-391
-9% -$64.1K 0.05% 381
2021
Q2
$716K Sell
4,374
-3,937
-47% -$644K 0.06% 344
2021
Q1
$1.43M Sell
8,311
-496
-6% -$85.3K 0.13% 188
2020
Q4
$1.17M Buy
8,807
+3,090
+54% +$409K 0.11% 208
2020
Q3
$524K Buy
5,717
+10
+0.2% +$917 0.06% 301
2020
Q2
$469K Buy
+5,707
New +$469K 0.06% 289