EverSource Wealth Advisors’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
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|
2025
Q1 | $136K | Buy |
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|
2024
Q4 | $133K | Sell |
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q4 | $299K | Buy |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $191K | Buy |
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|
2022
Q4 | $25.2K | Buy |
|