Heritage Wealth Management (Arizona)’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $42.6K | Buy |
486
+243
| +100% | +$21.3K | 0.01% | 524 |
|
|
2022
Q3 | $23K | Hold |
243
| – | – | 0.01% | 505 |
|
|
2022
Q2 | $23K | Sell |
243
-58
| -19% | -$5.5K | 0.01% | 519 |
|
|
2022
Q1 | $59K | Buy |
+301
| New | +$59K | 0.02% | 451 |
|
|
2021
Q3 | $49K | Hold |
301
| – | – | 0.02% | 447 |
|
|
2021
Q2 | $49K | Buy |
301
+43
| +17% | +$7K | 0.02% | 451 |
|
|
2021
Q1 | $44K | Buy |
+258
| New | +$44K | 0.02% | 394 |
|