Moss Adams Wealth Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,854
| Closed | -$231K | – | 210 |
|
|
2024
Q2 | $231K | Buy |
1,854
+26
| +1% | +$3.25K | 0.03% | 151 |
|
|
2024
Q1 | $222K | Buy |
1,828
+135
| +8% | +$16.4K | 0.04% | 135 |
|
|
2023
Q4 | $215K | Buy |
+1,693
| New | +$215K | 0.04% | 111 |
|
|
2023
Q3 | – | Sell |
-1,834
| Closed | -$222K | – | 168 |
|
|
2023
Q2 | $222K | Buy |
+1,834
| New | +$222K | 0.07% | 86 |
|