Global Retirement Partners’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Buy |
+187
| New | +$14K | ﹤0.01% | 2449 |
|
|
2024
Q4 | $16.6K | Hold |
187
| – | – | ﹤0.01% | 2187 |
|
|
2024
Q3 | $21.5K | Hold |
187
| – | – | ﹤0.01% | 1954 |
|
|
2024
Q2 | $17.7K | Buy |
187
+102
| +120% | +$9.68K | ﹤0.01% | 2047 |
|
|
2024
Q1 | $6.99K | Sell |
85
-41
| -33% | -$3.37K | ﹤0.01% | 2271 |
|
|
2023
Q4 | $11.4K | Sell |
126
-91
| -42% | -$8.23K | ﹤0.01% | 2023 |
|
|
2023
Q3 | $18.6K | Buy |
217
+22
| +11% | +$1.89K | ﹤0.01% | 1676 |
|
|
2023
Q2 | $18.2K | Buy |
195
+16
| +9% | +$1.5K | ﹤0.01% | 1701 |
|
|
2023
Q1 | $16.1K | Sell |
179
-8
| -4% | -$719 | ﹤0.01% | 1730 |
|
|
2022
Q4 | $18.6K | Hold |
187
| – | – | ﹤0.01% | 1517 |
|
|
2022
Q3 | $18K | Sell |
187
-10
| -5% | -$963 | ﹤0.01% | 1434 |
|
|
2022
Q2 | $18K | Buy |
197
+19
| +11% | +$1.74K | ﹤0.01% | 1387 |
|
|
2022
Q1 | $16K | Buy |
+178
| New | +$16K | ﹤0.01% | 1430 |
|
|
2021
Q4 | – | Sell |
-77
| Closed | -$9K | – | 714 |
|
|
2021
Q3 | $9K | Buy |
77
+5
| +7% | +$584 | ﹤0.01% | 1442 |
|
|
2021
Q2 | $6K | Sell |
72
-12
| -14% | -$1K | ﹤0.01% | 1513 |
|
|
2021
Q1 | $8K | Hold |
84
| – | – | ﹤0.01% | 1340 |
|
|
2020
Q4 | $8K | Hold |
84
| – | – | ﹤0.01% | 1310 |
|
|
2020
Q3 | $6K | Hold |
84
| – | – | ﹤0.01% | 1274 |
|
|
2020
Q2 | $7K | Hold |
84
| – | – | ﹤0.01% | 1197 |
|
|
2020
Q1 | $6K | Hold |
84
| – | – | ﹤0.01% | 1164 |
|
|
2019
Q4 | $6K | Buy |
+84
| New | +$6K | ﹤0.01% | 1283 |
|