Mosaic Family Wealth’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,512
| Closed | -$115K | – | 316 |
|
|
2019
Q1 | $115K | Hold |
1,512
| – | – | 0.05% | 213 |
|
|
2018
Q4 | $103K | Buy |
1,512
+17
| +1% | +$1.16K | 0.04% | 224 |
|
|
2018
Q3 | $107K | Buy |
1,495
+1,105
| +283% | +$79.1K | 0.04% | 214 |
|
|
2018
Q2 | $29K | Buy |
390
+152
| +64% | +$11.3K | 0.01% | 386 |
|
|
2018
Q1 | $15K | Buy |
+238
| New | +$15K | 0.01% | 476 |
|
|
2017
Q4 | – | Sell |
-2,536
| Closed | -$152K | – | 747 |
|
|
2017
Q3 | $152K | Hold |
2,536
| – | – | 0.06% | 216 |
|
|
2017
Q2 | $143K | Buy |
2,536
+93
| +4% | +$5.24K | 0.06% | 219 |
|
|
2017
Q1 | $138K | Buy |
2,443
+49
| +2% | +$2.77K | 0.06% | 221 |
|
|
2016
Q4 | $127K | Hold |
2,394
| – | – | 0.06% | 230 |
|
|
2016
Q3 | $123K | Buy |
2,394
+87
| +4% | +$4.47K | 0.06% | 230 |
|
|
2016
Q2 | $114K | Buy |
2,307
+437
| +23% | +$21.6K | 0.06% | 231 |
|
|
2016
Q1 | $91K | Buy |
1,870
+653
| +54% | +$31.8K | 0.04% | 258 |
|
|
2015
Q4 | $54K | Buy |
+1,217
| New | +$54K | 0.02% | 315 |
|