HWM
Hohimer Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,132
| Closed | -$230K | – | 203 |
|
|
2021
Q1 | $230K | Sell |
2,132
-1,968
| -48% | -$212K | 0.06% | 162 |
|
|
2020
Q4 | $390K | Hold |
4,100
| – | – | 0.1% | 145 |
|
|
2020
Q3 | $379K | Hold |
4,100
| – | – | 0.11% | 149 |
|
|
2020
Q2 | $312K | Hold |
4,100
| – | – | 0.11% | 160 |
|
|
2020
Q1 | $296K | Buy |
4,100
+100
| +3% | +$7.22K | 0.13% | 163 |
|
|
2019
Q4 | $312K | Buy |
+4,000
| New | +$312K | 0.11% | 200 |
|