Glassman Wealth Services’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35
| Closed | -$3.08K | – | 748 |
|
|
2023
Q4 | $3.08K | Sell |
35
-7
| -17% | -$616 | ﹤0.01% | 1214 |
|
|
2023
Q3 | $3.6K | Hold |
42
| – | – | ﹤0.01% | 1165 |
|
|
2023
Q2 | $3.92K | Hold |
42
| – | – | ﹤0.01% | 1061 |
|
|
2023
Q1 | $4.19K | Hold |
42
| – | – | ﹤0.01% | 1056 |
|
|
2022
Q4 | $4.16K | Sell |
42
-3
| -7% | -$297 | ﹤0.01% | 1072 |
|
|
2022
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q2 | $4K | Buy |
45
+12
| +36% | +$1.07K | ﹤0.01% | 1065 |
|
|
2022
Q1 | $4K | Buy |
33
+10
| +43% | +$1.21K | ﹤0.01% | 1050 |
|
|
2021
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 1093 |
|
|
2021
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 1072 |
|
|
2021
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 1138 |
|
|
2021
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 1088 |
|
|
2020
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 1059 |
|
|
2020
Q3 | $2K | Buy |
23
+5
| +28% | +$435 | ﹤0.01% | 990 |
|
|
2020
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 863 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 908 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 826 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 835 |
|
|
2019
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 791 |
|