Kurt F. Somerville’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-5,157
| Closed | -$228K | – | 103 |
|
2014
Q2 | $228K | Sell |
5,157
-2,119
| -29% | -$93.7K | 0.09% | 98 |
|
2014
Q1 | $288K | Sell |
7,276
-681
| -9% | -$27K | 0.11% | 87 |
|
2013
Q4 | $352K | Buy |
7,957
+957
| +14% | +$42.3K | 0.13% | 85 |
|
2013
Q3 | $308K | Sell |
7,000
-2,000
| -22% | -$88K | 0.12% | 88 |
|
2013
Q2 | $342K | Buy |
+9,000
| New | +$342K | 0.14% | 82 |
|