Evolution Wealth Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-119
| Closed | -$14K | – | 320 |
|
|
2021
Q3 | $14K | Hold |
119
| – | – | ﹤0.01% | 361 |
|
|
2021
Q2 | $15K | Sell |
119
-57
| -32% | -$7.19K | ﹤0.01% | 346 |
|
|
2021
Q1 | $19K | Buy |
176
+57
| +48% | +$6.15K | ﹤0.01% | 303 |
|
|
2020
Q4 | $11K | Hold |
119
| – | – | ﹤0.01% | 339 |
|
|
2020
Q3 | $11K | Hold |
119
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $9K | Buy |
+119
| New | +$9K | ﹤0.01% | 301 |
|
|
2020
Q1 | – | Sell |
-61
| Closed | -$5K | – | 423 |
|
|
2019
Q4 | $5K | Buy |
+61
| New | +$5K | ﹤0.01% | 398 |
|
|
2019
Q3 | – | Sell |
-119
| Closed | -$9K | – | 516 |
|
|
2019
Q2 | $9K | Buy |
+119
| New | +$9K | ﹤0.01% | 185 |
|