HWAM
Hennion & Walsh Asset Management’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,388
| Closed | -$210K | – | 858 |
|
|
2023
Q4 | $210K | Sell |
2,388
-602
| -20% | -$53K | 0.01% | 766 |
|
|
2023
Q3 | $256K | Sell |
2,990
-118
| -4% | -$10.1K | 0.02% | 690 |
|
|
2023
Q2 | $290K | Sell |
3,108
-118
| -4% | -$11K | 0.02% | 655 |
|
|
2023
Q1 | $322K | Sell |
3,226
-112
| -3% | -$11.2K | 0.02% | 622 |
|
|
2022
Q4 | $331K | Sell |
3,338
-35
| -1% | -$3.47K | 0.02% | 597 |
|
|
2022
Q3 | $296K | Buy |
3,373
+63
| +2% | +$5.53K | 0.02% | 621 |
|
|
2022
Q2 | $303K | Buy |
3,310
+939
| +40% | +$86K | 0.02% | 623 |
|
|
2022
Q1 | $256K | Buy |
+2,371
| New | +$256K | 0.01% | 697 |
|