Evergreen Capital Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,045
| Closed | -$236K | – | 1083 |
|
|
2024
Q3 | $236K | Buy |
+2,045
| New | +$236K | 0.01% | 844 |
|
|
2023
Q2 | – | Sell |
-2,855
| Closed | -$285K | – | 814 |
|
|
2023
Q1 | $285K | Buy |
2,855
+194
| +7% | +$19.3K | 0.01% | 529 |
|
|
2022
Q4 | $264K | Sell |
2,661
-134
| -5% | -$13.3K | 0.01% | 520 |
|
|
2022
Q3 | $245K | Buy |
2,795
+496
| +22% | +$43.5K | 0.01% | 498 |
|
|
2022
Q2 | $210K | Sell |
2,299
-5
| -0.2% | -$457 | 0.01% | 512 |
|
|
2022
Q1 | $249K | Sell |
2,304
-208
| -8% | -$22.5K | 0.01% | 538 |
|
|
2021
Q4 | $293K | Buy |
2,512
+158
| +7% | +$18.4K | 0.01% | 487 |
|
|
2021
Q3 | $266K | Buy |
+2,354
| New | +$266K | 0.01% | 470 |
|