Integrated Wealth Management’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-105
| Closed | -$12K | – | 480 |
|
|
2016
Q3 | $12K | Hold |
105
| – | – | ﹤0.01% | 716 |
|
|
2016
Q2 | $11K | Sell |
105
-1
| -0.9% | -$105 | ﹤0.01% | 728 |
|
|
2016
Q1 | $11K | Hold |
106
| – | – | ﹤0.01% | 680 |
|
|
2015
Q4 | $13K | Buy |
106
+1
| +1% | +$123 | 0.01% | 697 |
|
|
2015
Q3 | $12K | Hold |
105
| – | – | 0.01% | 716 |
|
|
2015
Q2 | $11K | Buy |
105
+4
| +4% | +$419 | ﹤0.01% | 768 |
|
|
2015
Q1 | $9K | Buy |
+101
| New | +$9K | ﹤0.01% | 788 |
|