Merriman 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-2,271
| Closed | -$301K | – | 193 |
|
2020
Q4 | $301K | Buy |
+2,271
| New | +$301K | 0.03% | 169 |
|
2020
Q1 | – | Sell |
-2,271
| Closed | -$246K | – | 168 |
|
2019
Q4 | $246K | Buy |
2,271
+44
| +2% | +$4.77K | 0.05% | 160 |
|
2019
Q3 | $299K | Hold |
2,227
| – | – | 0.06% | 143 |
|
2019
Q2 | $2.97K | Sell |
2,227
-100
| -4% | -$133 | 0.06% | 151 |
|
2019
Q1 | $277K | Buy |
2,327
+19
| +0.8% | +$2.26K | 0.05% | 171 |
|
2018
Q4 | $261K | Buy |
2,308
+4
| +0.2% | +$452 | 0.06% | 135 |
|
2018
Q3 | $301K | Buy |
2,304
+17
| +0.7% | +$2.22K | 0.06% | 142 |
|
2018
Q2 | $275K | Buy |
2,287
+11
| +0.5% | +$1.32K | 0.06% | 143 |
|
2018
Q1 | $251K | Buy |
2,276
+112
| +5% | +$12.4K | 0.07% | 163 |
|
2017
Q4 | $259K | Buy |
2,164
+6
| +0.3% | +$718 | 0.06% | 149 |
|
2017
Q3 | $311K | Buy |
2,158
+19
| +0.9% | +$2.74K | 0.07% | 126 |
|
2017
Q2 | $319K | Buy |
2,139
+29
| +1% | +$4.33K | 0.09% | 96 |
|
2017
Q1 | $266K | Sell |
2,110
-281
| -12% | -$35.4K | 0.06% | 116 |
|
2016
Q4 | $269K | Buy |
+2,391
| New | +$269K | 0.07% | 114 |
|