LWP
Lumature Wealth Partners’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $350K | Sell |
2,886
-33
| -1% | -$4K | 0.21% | 90 |
|
|
2023
Q1 | $321K | Buy |
2,919
+79
| +3% | +$8.7K | 0.18% | 91 |
|
|
2022
Q4 | $295K | Sell |
2,840
-221
| -7% | -$23K | 0.16% | 103 |
|
|
2022
Q3 | $270K | Sell |
3,061
-3
| -0.1% | -$265 | 0.14% | 111 |
|
|
2022
Q2 | $299K | Sell |
3,064
-11,316
| -79% | -$1.1M | 0.13% | 113 |
|
|
2022
Q1 | $1.48M | Buy |
14,380
+4,835
| +51% | +$499K | 0.6% | 36 |
|
|
2021
Q4 | $1.28M | Buy |
9,545
+416
| +5% | +$55.9K | 0.5% | 40 |
|
|
2021
Q3 | $1.09M | Buy |
9,129
+646
| +8% | +$77K | 0.44% | 47 |
|
|
2021
Q2 | $1.07M | Buy |
8,483
+442
| +5% | +$56K | 0.44% | 44 |
|
|
2021
Q1 | $866K | Buy |
8,041
+2,047
| +34% | +$220K | 0.46% | 47 |
|
|
2020
Q4 | $570K | Buy |
+5,994
| New | +$570K | 0.54% | 55 |
|