FormulaFolio Investments’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,452
| Closed | -$328K | – | 563 |
|
|
2020
Q4 | $328K | Sell |
3,452
-945
| -21% | -$89.8K | 0.01% | 513 |
|
|
2020
Q3 | $398K | Buy |
+4,397
| New | +$398K | 0.02% | 220 |
|
|
2020
Q1 | – | Sell |
-4,243
| Closed | -$331K | – | 309 |
|
|
2019
Q4 | $331K | Sell |
4,243
-152
| -3% | -$11.9K | 0.01% | 292 |
|
|
2019
Q3 | $327K | Buy |
+4,395
| New | +$327K | 0.01% | 269 |
|
|
2016
Q1 | – | Sell |
-4,589
| Closed | -$207K | – | 135 |
|
|
2015
Q4 | $207K | Buy |
4,589
+23
| +0.5% | +$1.04K | 0.05% | 107 |
|
|
2015
Q3 | $215K | Hold |
4,566
| – | – | 0.07% | 72 |
|
|
2015
Q2 | $211K | Buy |
+4,566
| New | +$211K | 0.06% | 108 |
|