Kingsview 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
2024
Q3
Sell
-1,723
Closed -$217K 1114
2024
Q2
$217K Sell
1,723
-410
-19% -$51.7K 0.01% 960
2024
Q1
$294K Buy
2,133
+734
+52% +$101K 0.01% 823
2023
Q4
$212K Buy
+1,399
New +$212K 0.01% 884
2022
Q2
Sell
-1,084
Closed -$212K 839
2022
Q1
$212K Sell
1,084
-181
-14% -$35.4K 0.01% 804
2021
Q4
$229K Sell
1,265
-22
-2% -$3.98K 0.01% 808
2021
Q3
$211K Sell
1,287
-1,060
-45% -$174K 0.01% 789
2021
Q2
$392K Sell
2,347
-8,933
-79% -$1.49M 0.02% 624
2021
Q1
$1.98M Sell
11,280
-912
-7% -$160K 0.11% 193
2020
Q4
$1.61M Buy
12,192
+957
+9% +$127K 0.12% 191
2020
Q3
$1.03M Buy
11,235
+3,765
+50% +$345K 0.09% 216
2020
Q2
$614K Buy
7,470
+1,588
+27% +$131K 0.06% 289
2020
Q1
$331K Buy
+5,882
New +$331K 0.04% 330