Institute for Wealth Management’s Expro XPRO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-2,883
Closed -$116K 402
2017
Q4
$116K Sell
2,883
-2,923
-50% -$118K 0.03% 373
2017
Q3
$270K Buy
5,806
+153
+3% +$7.12K 0.09% 231
2017
Q2
$278K Buy
+5,653
New +$278K 0.08% 329