McKinley Carter Wealth Services’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,960
| Closed | -$309K | – | 146 |
|
|
2019
Q4 | $309K | Sell |
3,960
-651
| -14% | -$50.8K | 0.07% | 134 |
|
|
2019
Q3 | $343K | Sell |
4,611
-1,762
| -28% | -$131K | 0.09% | 129 |
|
|
2019
Q2 | $483K | Sell |
6,373
-4,627
| -42% | -$351K | 0.13% | 106 |
|
|
2019
Q1 | $835K | Sell |
11,000
-29,796
| -73% | -$2.26M | 0.23% | 81 |
|
|
2018
Q4 | $2.78M | Buy |
40,796
+860
| +2% | +$58.6K | 0.92% | 30 |
|
|
2018
Q3 | $2.94M | Buy |
39,936
+379
| +1% | +$27.9K | 0.87% | 29 |
|
|
2018
Q2 | $2.89M | Sell |
39,557
-608
| -2% | -$44.5K | 0.93% | 25 |
|
|
2018
Q1 | $2.54M | Sell |
40,165
-123
| -0.3% | -$7.79K | 0.83% | 28 |
|
|
2017
Q4 | $2.61M | Sell |
40,288
-952
| -2% | -$61.6K | 0.9% | 27 |
|
|
2017
Q3 | $2.47M | Buy |
41,240
+1,057
| +3% | +$63.3K | 0.95% | 28 |
|
|
2017
Q2 | $2.27M | Buy |
40,183
+372
| +0.9% | +$21K | 1% | 32 |
|
|
2017
Q1 | $2.25M | Buy |
39,811
+207
| +0.5% | +$11.7K | 1.04% | 32 |
|
|
2016
Q4 | $2.1M | Buy |
39,604
+24
| +0.1% | +$1.27K | 1.06% | 33 |
|
|
2016
Q3 | $2.04M | Buy |
39,580
+1,346
| +4% | +$69.3K | 1.05% | 35 |
|
|
2016
Q2 | $1.88M | Buy |
38,234
+5,093
| +15% | +$250K | 0.98% | 35 |
|
|
2016
Q1 | $1.62M | Buy |
33,141
+3,052
| +10% | +$149K | 0.9% | 38 |
|
|
2015
Q4 | $1.36M | Buy |
+30,089
| New | +$1.36M | 0.78% | 45 |
|