Gideon Capital Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,860
| Closed | -$217K | – | 326 |
|
|
2019
Q2 | $217K | Buy |
+2,860
| New | +$217K | 0.07% | 247 |
|
|
2018
Q2 | – | Sell |
-3,777
| Closed | -$239K | – | 395 |
|
|
2018
Q1 | $239K | Buy |
+3,777
| New | +$239K | 0.15% | 285 |
|
|
2017
Q2 | – | Sell |
-5,062
| Closed | -$286K | – | 300 |
|
|
2017
Q1 | $286K | Sell |
5,062
-2,388
| -32% | -$135K | 0.17% | 261 |
|
|
2016
Q4 | $395K | Buy |
+7,450
| New | +$395K | 0.25% | 149 |
|
|
2016
Q1 | – | Sell |
-7,828
| Closed | -$353K | – | 174 |
|
|
2015
Q4 | $353K | Buy |
+7,828
| New | +$353K | 0.26% | 129 |
|
|
2015
Q3 | – | Sell |
-14,967
| Closed | -$690K | – | 252 |
|
|
2015
Q2 | $690K | Buy |
+14,967
| New | +$690K | 0.29% | 117 |
|
|
2014
Q4 | – | Sell |
-11,978
| Closed | -$486K | – | 236 |
|
|
2014
Q3 | $486K | Buy |
+11,978
| New | +$486K | 0.19% | 153 |
|