Lenox Wealth Advisors’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-150
| Closed | -$20K | – | 705 |
|
|
2020
Q4 | $20K | Sell |
150
-65
| -30% | -$8.67K | ﹤0.01% | 315 |
|
|
2020
Q3 | $20K | Hold |
215
| – | – | ﹤0.01% | 284 |
|
|
2020
Q2 | $18K | Sell |
215
-137
| -39% | -$11.5K | ﹤0.01% | 305 |
|
|
2020
Q1 | $20K | Buy |
352
+95
| +37% | +$5.4K | ﹤0.01% | 259 |
|
|
2019
Q4 | $28K | Buy |
257
+65
| +34% | +$7.08K | ﹤0.01% | 272 |
|
|
2019
Q3 | $26K | Buy |
192
+102
| +113% | +$13.8K | ﹤0.01% | 246 |
|
|
2019
Q2 | $12K | Sell |
90
-42
| -32% | -$5.6K | ﹤0.01% | 266 |
|
|
2019
Q1 | $16K | Buy |
132
+42
| +47% | +$5.09K | ﹤0.01% | 227 |
|
|
2018
Q4 | $10K | Hold |
90
| – | – | ﹤0.01% | 254 |
|
|
2018
Q3 | $12K | Buy |
+90
| New | +$12K | ﹤0.01% | 262 |
|
|
2018
Q2 | – | Sell |
-53
| Closed | -$6K | – | 575 |
|
|
2018
Q1 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 407 |
|
|
2015
Q4 | – | Sell |
-74
| Closed | -$9K | – | 524 |
|
|
2015
Q3 | $9K | Hold |
74
| – | – | ﹤0.01% | 190 |
|
|
2015
Q2 | $8K | Hold |
74
| – | – | ﹤0.01% | 161 |
|
|
2015
Q1 | $7K | Hold |
74
| – | – | ﹤0.01% | 194 |
|
|
2014
Q4 | $6K | Hold |
74
| – | – | ﹤0.01% | 214 |
|
|
2014
Q3 | $6K | Buy |
+74
| New | +$6K | ﹤0.01% | 218 |
|
|
2014
Q1 | – | Sell |
-31
| Closed | -$2K | – | 240 |
|
|
2013
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 301 |
|