EWM
Evergreen Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,687
| Closed | -$2.71M | – | 57 |
|
|
2024
Q2 | $2.71M | Hold |
21,687
| – | – | 1.79% | 20 |
|
|
2024
Q1 | $2.64M | Hold |
21,687
| – | – | 1.78% | 20 |
|
|
2023
Q4 | $2.76M | Buy |
21,687
+380
| +2% | +$48.3K | 2.03% | 18 |
|
|
2023
Q3 | $2.44M | Buy |
21,307
+289
| +1% | +$33.1K | 1.93% | 18 |
|
|
2023
Q2 | $2.55M | Buy |
21,018
+1,460
| +7% | +$177K | 1.99% | 18 |
|
|
2023
Q1 | $2.15M | Buy |
19,558
+223
| +1% | +$24.6K | 1.91% | 21 |
|
|
2022
Q4 | $2.01M | Buy |
+19,335
| New | +$2.01M | 1.85% | 21 |
|