Morningstar Investment Services’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,498
| Closed | -$207K | – | 220 |
|
|
2015
Q2 | $207K | Sell |
4,498
-170
| -4% | -$7.82K | 0.01% | 202 |
|
|
2015
Q1 | $225K | Sell |
4,668
-6,341
| -58% | -$306K | 0.01% | 200 |
|
|
2014
Q4 | $491K | Sell |
11,009
-52,496
| -83% | -$2.34M | 0.02% | 181 |
|
|
2014
Q3 | $2.58M | Buy |
63,505
+54,499
| +605% | +$2.21M | 0.13% | 117 |
|
|
2014
Q2 | $398K | Sell |
9,006
-103,877
| -92% | -$4.59M | 0.02% | 174 |
|
|
2014
Q1 | $4.47M | Buy |
112,883
+51,424
| +84% | +$2.04M | 0.31% | 76 |
|
|
2013
Q4 | $2.72M | Buy |
61,459
+2,989
| +5% | +$132K | 0.2% | 100 |
|
|
2013
Q3 | $2.58M | Sell |
58,470
-24,660
| -30% | -$1.09M | 0.22% | 92 |
|
|
2013
Q2 | $3.16M | Buy |
+83,130
| New | +$3.16M | 0.33% | 73 |
|