MCIA
Mountain Capital Investment Advisors’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,943
| Closed | -$1.04M | – | 96 |
|
|
2021
Q4 | $1.04M | Buy |
9,943
+2,339
| +31% | +$243K | 0.47% | 79 |
|
|
2021
Q3 | $871K | Sell |
7,604
-629
| -8% | -$72K | 0.46% | 79 |
|
|
2021
Q2 | $736K | Sell |
8,233
-1,151
| -12% | -$103K | 0.34% | 88 |
|
|
2021
Q1 | $948K | Buy |
9,384
+1,946
| +26% | +$197K | 0.48% | 82 |
|
|
2020
Q4 | $695K | Buy |
+7,438
| New | +$695K | 0.42% | 83 |
|