OneDigital Investment Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,740
| Closed | -$316K | – | 1439 |
|
|
2024
Q3 | $316K | Sell |
2,740
-207
| -7% | -$23.9K | ﹤0.01% | 1136 |
|
|
2024
Q2 | $280K | Buy |
+2,947
| New | +$280K | ﹤0.01% | 1139 |
|
|
2024
Q1 | – | Sell |
-8,228
| Closed | -$724K | – | 1114 |
|
|
2023
Q4 | $724K | Buy |
8,228
+1,066
| +15% | +$93.9K | 0.01% | 581 |
|
|
2023
Q3 | $613K | Sell |
7,162
-95
| -1% | -$8.13K | 0.01% | 572 |
|
|
2023
Q2 | $677K | Sell |
7,257
-45
| -0.6% | -$4.2K | 0.02% | 529 |
|
|
2023
Q1 | $728K | Sell |
7,302
-76
| -1% | -$7.58K | 0.02% | 488 |
|
|
2022
Q4 | $731K | Buy |
7,378
+104
| +1% | +$10.3K | 0.02% | 427 |
|
|
2022
Q3 | $638K | Sell |
7,274
-100
| -1% | -$8.77K | 0.02% | 395 |
|
|
2022
Q2 | $675K | Buy |
7,374
+2,041
| +38% | +$187K | 0.03% | 345 |
|
|
2022
Q1 | $576K | Buy |
+5,333
| New | +$576K | 0.02% | 398 |
|
|
2019
Q3 | – | Sell |
-740
| Closed | -$43K | – | 711 |
|
|
2019
Q2 | $43K | Hold |
740
| – | – | ﹤0.01% | 596 |
|
|
2019
Q1 | $43K | Hold |
740
| – | – | 0.01% | 522 |
|
|
2018
Q4 | $38K | Hold |
740
| – | – | 0.01% | 505 |
|
|
2018
Q3 | $40K | Hold |
740
| – | – | 0.01% | 457 |
|
|
2018
Q2 | $36K | Hold |
740
| – | – | 0.01% | 596 |
|
|
2018
Q1 | $29K | Hold |
740
| – | – | 0.01% | 670 |
|
|
2017
Q4 | $26K | Hold |
740
| – | – | ﹤0.01% | 711 |
|
|
2017
Q3 | $27K | Hold |
740
| – | – | 0.01% | 543 |
|
|
2017
Q2 | $22K | Buy |
+740
| New | +$22K | 0.01% | 710 |
|