Nisa Investment Advisors’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6K | Buy |
5,624
+5,615
| +62,389% | +$14.5K | ﹤0.01% | 2090 |
|
|
2025
Q1 | $27 | Hold |
9
| – | – | ﹤0.01% | 2978 |
|
|
2024
Q4 | $30 | Hold |
9
| – | – | ﹤0.01% | 3000 |
|
|
2024
Q3 | $18 | Sell |
9
-188
| -95% | -$376 | ﹤0.01% | 2953 |
|
|
2024
Q2 | $294 | Buy |
197
+14
| +8% | +$21 | ﹤0.01% | 2771 |
|
|
2024
Q1 | $337 | Buy |
+183
| New | +$337 | ﹤0.01% | 2566 |
|
|
2023
Q3 | – | Sell |
-2,980
| Closed | -$23.8K | – | 2793 |
|
|
2023
Q2 | $23.8K | Buy |
+2,980
| New | +$23.8K | ﹤0.01% | 2040 |
|