Guardian Capital’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 |
-94,633
| Closed | -$10.2M | – | 168 |
|
|
2022
Q1 | $10.2M | Buy |
94,633
+209
| +0.2% | +$22.6K | 0.2% | 72 |
|
|
2021
Q4 | $11M | Sell |
94,424
-2,209
| -2% | -$258K | 0.21% | 70 |
|
|
2021
Q3 | $10.9M | Sell |
96,633
-335
| -0.3% | -$37.9K | 0.23% | 71 |
|
|
2021
Q2 | $8.65M | Buy |
96,968
+55
| +0.1% | +$4.91K | 0.17% | 75 |
|
|
2021
Q1 | $9.44M | Buy |
96,913
+11,632
| +14% | +$1.13M | 0.16% | 74 |
|
|
2020
Q4 | $7.68M | Buy |
85,281
+74,344
| +680% | +$6.69M | 0.18% | 72 |
|
|
2020
Q3 | $788K | Buy |
+10,937
| New | +$788K | 0.02% | 130 |
|