Montag & Associates’s eXp World Holdings EXPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-160
Closed -$2.48K 983
2023
Q4
$2.48K Hold
160
﹤0.01% 854
2023
Q3
$2.6K Hold
160
﹤0.01% 838
2023
Q2
$3.25K Hold
160
﹤0.01% 837
2023
Q1
$2.03K Hold
160
﹤0.01% 854
2022
Q4
$1.77K Hold
160
﹤0.01% 871
2022
Q3
$2K Hold
160
﹤0.01% 810
2022
Q2
$2K Hold
160
﹤0.01% 768
2022
Q1
$3K Hold
160
﹤0.01% 772
2021
Q4
$5K Hold
160
﹤0.01% 768
2021
Q3
$6K Hold
160
﹤0.01% 759
2021
Q2
$6K Hold
160
﹤0.01% 758
2021
Q1
$7K Hold
160
﹤0.01% 750
2020
Q4
$5K Buy
+160
New +$5K ﹤0.01% 743