Icon Wealth Partners’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $344K | Sell |
4,019
-771
| -16% | -$66K | 0.04% | 217 |
|
|
2023
Q2 | $447K | Sell |
4,790
-770
| -14% | -$71.9K | 0.05% | 205 |
|
|
2023
Q1 | $554K | Buy |
+5,560
| New | +$554K | 0.06% | 180 |
|
|
2022
Q2 | $587K | Sell |
6,420
-1,433
| -18% | -$131K | 0.07% | 180 |
|
|
2022
Q1 | $849K | Sell |
7,853
-1,027
| -12% | -$111K | 0.08% | 164 |
|
|
2021
Q4 | $1.04M | Buy |
8,880
+181
| +2% | +$21.1K | 0.1% | 148 |
|
|
2021
Q3 | $984K | Buy |
8,699
+416
| +5% | +$47.1K | 0.1% | 160 |
|
|
2021
Q2 | $739K | Buy |
8,283
+1,112
| +16% | +$99.2K | 0.08% | 185 |
|
|
2021
Q1 | $699K | Buy |
7,171
+1,535
| +27% | +$150K | 0.09% | 172 |
|
|
2020
Q4 | $507K | Buy |
5,636
+1,222
| +28% | +$110K | 0.08% | 172 |
|
|
2020
Q3 | $318K | Buy |
+4,414
| New | +$318K | 0.06% | 191 |
|