EXPR
Envestnet Asset Management’s Express, Inc. EXPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-14,596
| Closed | -$75K | – | 3048 |
|
|
2018
Q4 | $75K | Buy |
+14,596
| New | +$75K | ﹤0.01% | 2793 |
|
|
2018
Q3 | – | Sell |
-3,644
| Closed | -$34K | – | 2750 |
|
|
2018
Q2 | $34K | Buy |
3,644
+3,568
| +4,695% | +$33.3K | ﹤0.01% | 2305 |
|
|
2018
Q1 | $1K | Hold |
76
| – | – | ﹤0.01% | 2814 |
|
|
2017
Q4 | $1K | Hold |
76
| – | – | ﹤0.01% | 2933 |
|
|
2017
Q3 | $1K | Sell |
76
-170
| -69% | -$2.24K | ﹤0.01% | 2873 |
|
|
2017
Q2 | $2K | Sell |
246
-5,026
| -95% | -$40.9K | ﹤0.01% | 2962 |
|
|
2017
Q1 | $49K | Sell |
5,272
-1,017
| -16% | -$9.45K | ﹤0.01% | 2428 |
|
|
2016
Q4 | $68K | Buy |
6,289
+3,171
| +102% | +$34.3K | ﹤0.01% | 2336 |
|
|
2016
Q3 | $37K | Sell |
3,118
-8,352
| -73% | -$99.1K | ﹤0.01% | 2693 |
|
|
2016
Q2 | $166K | Buy |
11,470
+1,971
| +21% | +$28.5K | ﹤0.01% | 2185 |
|
|
2016
Q1 | $203K | Sell |
9,499
-1,757
| -16% | -$37.5K | ﹤0.01% | 2060 |
|
|
2015
Q4 | $195K | Buy |
+11,256
| New | +$195K | ﹤0.01% | 2040 |
|
|
2014
Q2 | – | Sell |
-114
| Closed | -$2K | – | 2835 |
|
|
2014
Q1 | $2K | Sell |
114
-12
| -10% | -$211 | ﹤0.01% | 2335 |
|
|
2013
Q4 | $2K | Sell |
126
-234
| -65% | -$3.71K | ﹤0.01% | 2277 |
|
|
2013
Q3 | $8K | Buy |
360
+41
| +13% | +$911 | ﹤0.01% | 1795 |
|
|
2013
Q2 | $7K | Buy |
+319
| New | +$7K | ﹤0.01% | 1803 |
|