Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-52
| Closed | -$5.96K | – | 482 |
|
|
2023
Q3 | $5.96K | Buy |
+52
| New | +$5.96K | ﹤0.01% | 377 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 555 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 633 |
|
|
2022
Q4 | – | Sell |
-50
| Closed | -$4K | – | 640 |
|
|
2022
Q3 | $4K | Sell |
50
-27
| -35% | -$2.16K | ﹤0.01% | 501 |
|
|
2022
Q2 | $8K | Sell |
77
-132
| -63% | -$13.7K | ﹤0.01% | 443 |
|
|
2022
Q1 | $22K | Buy |
209
+24
| +13% | +$2.53K | 0.01% | 352 |
|
|
2021
Q4 | $25K | Buy |
+185
| New | +$25K | 0.01% | 296 |
|