J.P. Morgan Private Wealth Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $528K | Sell |
6,168
-1,230
| -17% | -$105K | ﹤0.01% | 1228 |
|
|
2023
Q2 | $690K | Sell |
7,398
-1,650
| -18% | -$154K | ﹤0.01% | 899 |
|
|
2023
Q1 | $902K | Buy |
9,048
+1,638
| +22% | +$163K | ﹤0.01% | 1204 |
|
|
2022
Q4 | $734K | Buy |
7,410
+845
| +13% | +$83.7K | ﹤0.01% | 1292 |
|
|
2022
Q3 | $576K | Buy |
6,565
+513
| +8% | +$45K | ﹤0.01% | 1397 |
|
|
2022
Q2 | $554K | Buy |
6,052
+365
| +6% | +$33.4K | ﹤0.01% | 1416 |
|
|
2022
Q1 | $615K | Sell |
5,687
-3,990
| -41% | -$431K | ﹤0.01% | 1444 |
|
|
2021
Q4 | $1.13M | Buy |
9,677
+2,741
| +40% | +$320K | ﹤0.01% | 1182 |
|
|
2021
Q3 | $785K | Buy |
6,936
+361
| +5% | +$40.9K | ﹤0.01% | 1316 |
|
|
2021
Q2 | $587K | Buy |
6,575
+2,236
| +52% | +$200K | ﹤0.01% | 1420 |
|
|
2021
Q1 | $423K | Sell |
4,339
-3,297
| -43% | -$321K | ﹤0.01% | 1386 |
|
|
2020
Q4 | $687K | Sell |
7,636
-1,119
| -13% | -$101K | ﹤0.01% | 1153 |
|
|
2020
Q3 | $631K | Buy |
8,755
+760
| +10% | +$54.8K | ﹤0.01% | 1063 |
|
|
2020
Q2 | $647K | Sell |
7,995
-40
| -0.5% | -$3.24K | ﹤0.01% | 973 |
|
|
2020
Q1 | $578K | Buy |
+8,035
| New | +$578K | ﹤0.01% | 882 |
|