Nelson Capital Management’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-110
| Closed | -$5K | – | 253 |
|
|
2017
Q2 | $5K | Buy |
+110
| New | +$5K | ﹤0.01% | 236 |
|
|
2015
Q1 | – | Sell |
-194
| Closed | -$9K | – | 282 |
|
|
2014
Q4 | $9K | Hold |
194
| – | – | ﹤0.01% | 234 |
|
|
2014
Q3 | $8K | Buy |
194
+134
| +223% | +$5.53K | ﹤0.01% | 250 |
|
|
2014
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 281 |
|
|
2014
Q1 | $2K | Sell |
60
-72,968
| -100% | -$2.43M | ﹤0.01% | 245 |
|
|
2013
Q4 | $3.23M | Sell |
73,028
-2,517
| -3% | -$111K | 1.44% | 34 |
|
|
2013
Q3 | $3.33M | Buy |
75,545
+1,235
| +2% | +$54.4K | 1.59% | 31 |
|
|
2013
Q2 | $2.83M | Buy |
+74,310
| New | +$2.83M | 1.45% | 35 |
|