GM Advisory Group’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-44,482
| Closed | -$145K | – | 203 |
|
|
2023
Q3 | $145K | Hold |
44,482
| – | – | 0.01% | 186 |
|
|
2023
Q2 | $355K | Hold |
44,482
| – | – | 0.03% | 146 |
|
|
2023
Q1 | $363K | Hold |
44,482
| – | – | 0.03% | 138 |
|
|
2022
Q4 | $393K | Hold |
44,482
| – | – | 0.04% | 128 |
|
|
2022
Q3 | $662K | Hold |
44,482
| – | – | 0.08% | 92 |
|
|
2022
Q2 | $791K | Buy |
+44,482
| New | +$791K | 0.12% | 81 |
|