OAM
Occidental Asset Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,408
| Closed | -$395K | – | 160 |
|
|
2018
Q2 | $395K | Buy |
5,408
+220
| +4% | +$16.1K | 0.21% | 94 |
|
|
2018
Q1 | $328K | Hold |
5,188
| – | – | 0.18% | 109 |
|
|
2017
Q4 | $336K | Buy |
5,188
+107
| +2% | +$6.93K | 0.17% | 110 |
|
|
2017
Q3 | $304K | Buy |
5,081
+349
| +7% | +$20.9K | 0.17% | 107 |
|
|
2017
Q2 | $267K | Buy |
4,732
+483
| +11% | +$27.3K | 0.16% | 112 |
|
|
2017
Q1 | $240K | Buy |
4,249
+441
| +12% | +$24.9K | 0.16% | 107 |
|
|
2016
Q4 | $202K | Buy |
+3,808
| New | +$202K | 0.15% | 124 |
|