EverSource Wealth Advisors’s eXp World Holdings EXPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
15,948
+2,053
| +15% | +$18.7K | 0.01% | 1011 |
|
|
2025
Q1 | $136K | Buy |
13,895
+2,355
| +20% | +$23K | 0.01% | 797 |
|
|
2024
Q4 | $133K | Sell |
11,540
-4,071
| -26% | -$46.9K | 0.01% | 817 |
|
|
2024
Q3 | $220K | Sell |
15,611
-4,402
| -22% | -$62K | 0.01% | 527 |
|
|
2024
Q2 | $287K | Sell |
20,013
-1,621
| -7% | -$23.3K | 0.02% | 449 |
|
|
2024
Q1 | $215K | Buy |
21,634
+2,370
| +12% | +$23.6K | 0.02% | 465 |
|
|
2023
Q4 | $299K | Buy |
19,264
+3,201
| +20% | +$49.7K | 0.03% | 339 |
|
|
2023
Q3 | $261K | Buy |
16,063
+222
| +1% | +$3.61K | 0.03% | 345 |
|
|
2023
Q2 | $321K | Buy |
15,841
+780
| +5% | +$15.8K | 0.04% | 294 |
|
|
2023
Q1 | $191K | Buy |
15,061
+12,791
| +563% | +$162K | 0.02% | 374 |
|
|
2022
Q4 | $25.2K | Buy |
+2,270
| New | +$25.2K | ﹤0.01% | 992 |
|