Montag & Caldwell’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,216
| Closed | -$403K | – | 94 |
|
|
2016
Q2 | $403K | Sell |
8,216
-6,980
| -46% | -$342K | 0.01% | 85 |
|
|
2016
Q1 | $742K | Sell |
15,196
-64
| -0.4% | -$3.13K | 0.01% | 65 |
|
|
2015
Q4 | $688K | Buy |
15,260
+292
| +2% | +$13.2K | 0.01% | 62 |
|
|
2015
Q3 | $704K | Buy |
14,968
+340
| +2% | +$16K | 0.01% | 60 |
|
|
2015
Q2 | $674K | Buy |
+14,628
| New | +$674K | 0.01% | 66 |
|
|
2013
Q4 | – | Sell |
-29,623
| Closed | -$1.31M | – | 98 |
|
|
2013
Q3 | $1.31M | Buy |
29,623
+3,200
| +12% | +$141K | 0.01% | 53 |
|
|
2013
Q2 | $1.01M | Buy |
+26,423
| New | +$1.01M | 0.01% | 57 |
|