NewSquare Capital’s eXp World Holdings EXPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$692 Buy
+76
New +$692 ﹤0.01% 1094
2023
Q3
Sell
-40
Closed -$811 683
2023
Q2
$811 Hold
40
﹤0.01% 632
2023
Q1
$508 Hold
40
﹤0.01% 709
2022
Q4
$443 Buy
+40
New +$443 ﹤0.01% 664
2022
Q2
Sell
-620
Closed -$13K 413
2022
Q1
$13K Hold
620
﹤0.01% 253
2021
Q4
$21K Sell
620
-300
-33% -$10.2K ﹤0.01% 238
2021
Q3
$37K Hold
920
﹤0.01% 210
2021
Q2
$36K Buy
920
+100
+12% +$3.91K ﹤0.01% 206
2021
Q1
$37K Buy
820
+220
+37% +$9.93K ﹤0.01% 183
2020
Q4
$19K Buy
600
+200
+50% +$6.33K ﹤0.01% 201
2020
Q3
$8K Buy
+400
New +$8K ﹤0.01% 239