IronBridge Private Wealth’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-92
| Closed | -$11K | – | 115 |
|
|
2021
Q4 | $11K | Hold |
92
| – | – | 0.01% | 171 |
|
|
2021
Q3 | $10K | Sell |
92
-17
| -16% | -$1.85K | 0.01% | 147 |
|
|
2021
Q2 | $10K | Hold |
109
| – | – | 0.01% | 150 |
|
|
2021
Q1 | $11K | Hold |
109
| – | – | 0.01% | 146 |
|
|
2020
Q4 | $10K | Buy |
+109
| New | +$10K | 0.01% | 138 |
|