Lyons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-16,892
| Closed | -$955K | – | 48 |
|
|
2017
Q2 | $955K | Buy |
16,892
+416
| +3% | +$23.5K | 1.34% | 13 |
|
|
2017
Q1 | $929K | Buy |
16,476
+644
| +4% | +$36.3K | 0.98% | 12 |
|
|
2016
Q4 | $838K | Sell |
15,832
-1,014
| -6% | -$53.7K | 1.14% | 19 |
|
|
2016
Q3 | $867K | Sell |
16,846
-502
| -3% | -$25.8K | 1.2% | 14 |
|
|
2016
Q2 | $849K | Sell |
17,348
-1,654
| -9% | -$80.9K | 1.28% | 13 |
|
|
2016
Q1 | $930K | Buy |
19,002
+1,255
| +7% | +$61.4K | 1.34% | 14 |
|
|
2015
Q4 | $800K | Buy |
+17,747
| New | +$800K | 1.02% | 26 |
|
|
2014
Q2 | – | Sell |
-11,700
| Closed | -$463K | – | 75 |
|
|
2014
Q1 | $463K | Buy |
+11,700
| New | +$463K | 0.4% | 39 |
|