Heritage Wealth Management (Arizona)’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $288K | Sell |
3,023
-391
| -11% | -$37.2K | 0.16% | 119 |
|
|
2024
Q1 | $282K | Sell |
3,414
-380
| -10% | -$31.4K | 0.14% | 129 |
|
|
2023
Q4 | $334K | Buy |
+3,794
| New | +$334K | 0.18% | 109 |
|
|
2022
Q4 | $998K | Buy |
10,068
+5,418
| +117% | +$537K | 0.14% | 114 |
|
|
2022
Q3 | $408K | Buy |
4,650
+301
| +7% | +$26.4K | 0.13% | 116 |
|
|
2022
Q2 | $398K | Buy |
4,349
+2,010
| +86% | +$184K | 0.13% | 119 |
|
|
2022
Q1 | $253K | Buy |
+2,339
| New | +$253K | 0.07% | 222 |
|
|
2021
Q3 | $131K | Buy |
1,154
+105
| +10% | +$11.9K | 0.05% | 294 |
|
|
2021
Q2 | $94K | Buy |
1,049
+280
| +36% | +$25.1K | 0.04% | 346 |
|
|
2021
Q1 | $75K | Buy |
+769
| New | +$75K | 0.04% | 298 |
|