Icon Wealth Partners’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $344K | Sell |
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2023
Q2 | $447K | Sell |
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2023
Q1 | $554K | Buy |
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|
2022
Q2 | $587K | Sell |
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|
2022
Q1 | $849K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $984K | Buy |
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|
2021
Q2 | $739K | Buy |
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|
2021
Q1 | $699K | Buy |
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|
2020
Q4 | $507K | Buy |
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|
2020
Q3 | $318K | Buy |
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