EFG Asset Management’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 |
-12,786
| Closed | -$1.19M | – | 198 |
|
|
2023
Q2 | $1.19M | Sell |
12,786
-7,058
| -36% | -$659K | 0.26% | 132 |
|
|
2023
Q1 | $1.98M | Buy |
19,844
+1,140
| +6% | +$114K | 0.44% | 75 |
|
|
2022
Q4 | $1.88M | Sell |
18,704
-628
| -3% | -$63.2K | 0.42% | 82 |
|
|
2022
Q3 | $1.7M | Sell |
19,332
-1,454
| -7% | -$128K | 0.39% | 92 |
|
|
2022
Q2 | $1.9M | Sell |
20,786
-1,784
| -8% | -$163K | 0.4% | 79 |
|
|
2022
Q1 | $2.44M | Sell |
22,570
-77
| -0.3% | -$8.31K | 0.37% | 83 |
|
|
2021
Q4 | $2.65M | Buy |
+22,647
| New | +$2.65M | 0.35% | 88 |
|