Epoch Investment Partners’s eXp World Holdings EXPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-738,650
Closed -$15M 431
2023
Q2
$15M Sell
738,650
-200,485
-21% -$4.07M 0.09% 218
2023
Q1
$11.9M Sell
939,135
-9,427
-1% -$120K 0.07% 251
2022
Q4
$10.5M Buy
948,562
+151,545
+19% +$1.68M 0.06% 268
2022
Q3
$8.93M Buy
797,017
+217,849
+38% +$2.44M 0.06% 265
2022
Q2
$6.82M Buy
579,168
+9,897
+2% +$116K 0.04% 297
2022
Q1
$12.1M Buy
+569,271
New +$12.1M 0.06% 261