Graves Light Lenhart Wealth’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,001
| Closed | -$108K | – | 639 |
|
|
2022
Q1 | $108K | Buy |
1,001
+487
| +95% | +$52.5K | 0.02% | 252 |
|
|
2021
Q4 | $60K | Hold |
514
| – | – | 0.01% | 377 |
|
|
2021
Q3 | $58K | Hold |
514
| – | – | 0.01% | 351 |
|
|
2021
Q2 | $46K | Hold |
514
| – | – | 0.01% | 392 |
|
|
2021
Q1 | $50K | Hold |
514
| – | – | 0.01% | 385 |
|
|
2020
Q4 | $46K | Buy |
+514
| New | +$46K | 0.01% | 379 |
|