Lyell 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
2017
Q4
Sell
-8,694
Closed -$1.25M 108
2017
Q3
$1.25M Buy
8,694
+225
+3% +$32.4K 0.54% 62
2017
Q2
$1.26M Buy
8,469
+2,580
+44% +$384K 0.61% 56
2017
Q1
$743K Buy
5,889
+2,737
+87% +$345K 0.4% 65
2016
Q4
$357K Buy
+3,152
New +$357K 0.22% 78