FANJ
Financial Architects (New Jersey)’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,332
| Closed | -$208K | – | 338 |
|
|
2021
Q2 | $208K | Hold |
2,332
| – | – | 0.03% | 324 |
|
|
2021
Q1 | $227K | Hold |
2,332
| – | – | 0.04% | 303 |
|
|
2020
Q4 | $210K | Buy |
+2,332
| New | +$210K | 0.04% | 289 |
|
|
2020
Q3 | – | Sell |
-2,332
| Closed | -$189K | – | 428 |
|
|
2020
Q2 | $189K | Sell |
2,332
-1,710
| -42% | -$139K | 0.04% | 251 |
|
|
2020
Q1 | $291K | Buy |
4,042
+3,710
| +1,117% | +$267K | 0.08% | 171 |
|
|
2019
Q4 | $23K | Hold |
332
| – | – | 0.01% | 551 |
|
|
2019
Q3 | $23K | Hold |
332
| – | – | 0.01% | 561 |
|
|
2019
Q2 | $19K | Hold |
332
| – | – | ﹤0.01% | 632 |
|
|
2019
Q1 | $19K | Hold |
332
| – | – | ﹤0.01% | 796 |
|
|
2018
Q4 | $17K | Hold |
332
| – | – | ﹤0.01% | 749 |
|
|
2018
Q3 | $18K | Hold |
332
| – | – | ﹤0.01% | 820 |
|
|
2018
Q2 | $16K | Buy |
332
+166
| +100% | +$8K | ﹤0.01% | 859 |
|
|
2018
Q1 | $13K | Sell |
166
-1,225
| -88% | -$95.9K | ﹤0.01% | 870 |
|
|
2017
Q4 | $99K | Buy |
1,391
+225
| +19% | +$16K | 0.02% | 438 |
|
|
2017
Q3 | $86K | Hold |
1,166
| – | – | 0.02% | 478 |
|
|
2017
Q2 | $68K | Hold |
1,166
| – | – | 0.01% | 510 |
|
|
2017
Q1 | $69K | Hold |
1,166
| – | – | 0.01% | 516 |
|
|
2016
Q4 | $70K | Buy |
1,166
+166
| +17% | +$9.97K | 0.02% | 476 |
|
|
2016
Q3 | $51K | Hold |
1,000
| – | – | 0.01% | 559 |
|
|
2016
Q2 | $58K | Buy |
+1,000
| New | +$58K | 0.02% | 503 |
|