Icon Wealth Partners’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $134K | Hold |
1,171
| – | – | 0.02% | 336 |
|
|
2023
Q2 | $142K | Buy |
1,171
+32
| +3% | +$3.88K | 0.02% | 356 |
|
|
2023
Q1 | $125K | Buy |
+1,139
| New | +$125K | 0.01% | 370 |
|
|
2021
Q3 | – | Sell |
-1,694
| Closed | -$214K | – | 342 |
|
|
2021
Q2 | $214K | Buy |
+1,694
| New | +$214K | 0.02% | 336 |
|
|
2019
Q2 | – | Sell |
-1,725
| Closed | -$131K | – | 356 |
|
|
2019
Q1 | $131K | Buy |
1,725
+63
| +4% | +$4.78K | 0.05% | 193 |
|
|
2018
Q4 | $113K | Hold |
1,662
| – | – | 0.05% | 197 |
|
|
2018
Q3 | $122K | Buy |
1,662
+12
| +0.7% | +$881 | 0.05% | 240 |
|
|
2018
Q2 | $121K | Sell |
1,650
-13
| -0.8% | -$953 | 0.05% | 212 |
|
|
2018
Q1 | $105K | Buy |
1,663
+17
| +1% | +$1.07K | 0.06% | 245 |
|
|
2017
Q4 | $106K | Buy |
+1,646
| New | +$106K | 0.05% | 263 |
|