MAM
Morse Asset Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,783
| Closed | -$795K | – | 146 |
|
|
2020
Q3 | $795K | Buy |
8,783
+100
| +1% | +$9.05K | 0.25% | 70 |
|
|
2020
Q2 | $660K | Buy |
8,683
+100
| +1% | +$7.6K | 0.24% | 84 |
|
|
2020
Q1 | $573K | Sell |
8,583
-18,172
| -68% | -$1.21M | 0.27% | 75 |
|
|
2019
Q4 | $2.09M | Sell |
26,755
-1,100
| -4% | -$85.8K | 0.72% | 47 |
|
|
2019
Q3 | $2.07M | Sell |
27,855
-6,683
| -19% | -$496K | 0.77% | 37 |
|
|
2019
Q2 | $2.62M | Sell |
34,538
-812
| -2% | -$61.6K | 0.77% | 35 |
|
|
2019
Q1 | $2.68M | Hold |
35,350
| – | – | 0.8% | 36 |
|
|
2018
Q4 | $2.41M | Sell |
35,350
-200
| -0.6% | -$13.6K | 0.85% | 37 |
|
|
2018
Q3 | $2.61M | Hold |
35,550
| – | – | 0.69% | 48 |
|
|
2018
Q2 | $2.6M | Hold |
35,550
| – | – | 0.71% | 42 |
|
|
2018
Q1 | $2.25M | Hold |
35,550
| – | – | 0.62% | 51 |
|
|
2017
Q4 | $2.3M | Sell |
35,550
-1,150
| -3% | -$74.4K | 0.64% | 52 |
|
|
2017
Q3 | $2.2M | Sell |
36,700
-5,400
| -13% | -$323K | 0.65% | 55 |
|
|
2017
Q2 | $2.38M | Sell |
42,100
-12,200
| -22% | -$689K | 0.77% | 47 |
|
|
2017
Q1 | $3.07M | Buy |
+54,300
| New | +$3.07M | 1.05% | 32 |
|