Fortis Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,056
| Closed | -$110K | – | 272 |
|
|
2022
Q4 | $110K | Hold |
1,056
| – | – | 0.08% | 105 |
|
|
2022
Q3 | $93K | Hold |
1,056
| – | – | 0.07% | 123 |
|
|
2022
Q2 | $103K | Hold |
1,056
| – | – | 0.07% | 124 |
|
|
2022
Q1 | $109K | Buy |
1,056
+219
| +26% | +$22.6K | 0.06% | 148 |
|
|
2021
Q4 | $112K | Hold |
837
| – | – | 0.07% | 131 |
|
|
2021
Q3 | $100K | Hold |
837
| – | – | 0.06% | 134 |
|
|
2021
Q2 | $106K | Hold |
837
| – | – | 0.06% | 136 |
|
|
2021
Q1 | $90K | Buy |
+837
| New | +$90K | 0.06% | 111 |
|