Lenox Wealth Management’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $134K | Buy |
1,763
+284
| +19% | +$21.6K | 0.04% | 179 |
|
|
2020
Q1 | $98K | Buy |
1,479
+485
| +49% | +$32.1K | 0.03% | 193 |
|
|
2019
Q4 | $78K | Buy |
994
+220
| +28% | +$17.3K | 0.02% | 239 |
|
|
2019
Q3 | $57K | Buy |
774
+207
| +37% | +$15.2K | 0.02% | 256 |
|
|
2019
Q2 | $43K | Buy |
567
+282
| +99% | +$21.4K | 0.01% | 264 |
|
|
2019
Q1 | $22K | Buy |
285
+132
| +86% | +$10.2K | 0.01% | 338 |
|
|
2018
Q4 | $10K | Buy |
153
+67
| +78% | +$4.38K | ﹤0.01% | 387 |
|
|
2018
Q3 | $6K | Sell |
86
-13
| -13% | -$907 | ﹤0.01% | 473 |
|
|
2018
Q2 | $7K | Sell |
99
-14,333
| -99% | -$1.01M | ﹤0.01% | 403 |
|
|
2018
Q1 | $913K | Buy |
14,432
+920
| +7% | +$58.2K | 0.29% | 67 |
|
|
2017
Q4 | $874K | Buy |
13,512
+1,049
| +8% | +$67.9K | 0.27% | 76 |
|
|
2017
Q3 | $746K | Buy |
12,463
+729
| +6% | +$43.6K | 0.26% | 77 |
|
|
2017
Q2 | $663K | Buy |
+11,734
| New | +$663K | 0.27% | 68 |
|
|
2015
Q4 | – | Sell |
-229
| Closed | -$11K | – | 259 |
|
|
2015
Q3 | $11K | Hold |
229
| – | – | 0.01% | 106 |
|
|
2015
Q2 | $11K | Hold |
229
| – | – | 0.01% | 115 |
|
|
2015
Q1 | $11K | Hold |
229
| – | – | 0.01% | 116 |
|
|
2014
Q4 | $10K | Hold |
229
| – | – | 0.01% | 121 |
|
|
2014
Q3 | $9K | Hold |
229
| – | – | 0.01% | 128 |
|
|
2014
Q2 | $10K | Sell |
229
-254
| -53% | -$11.1K | 0.01% | 127 |
|
|
2014
Q1 | $19K | Buy |
483
+204
| +73% | +$8.03K | 0.01% | 119 |
|
|
2013
Q4 | $12K | Buy |
+279
| New | +$12K | 0.01% | 137 |
|