Orin Green Financial’s Crexendo CXDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-48,922
| Closed | -$237K | – | 80 |
|
|
2023
Q4 | $237K | Hold |
48,922
| – | – | 0.12% | 66 |
|
|
2023
Q3 | $103K | Hold |
48,922
| – | – | 0.06% | 68 |
|
|
2023
Q2 | $86.1K | Hold |
48,922
| – | – | 0.05% | 69 |
|
|
2023
Q1 | $80.7K | Hold |
48,922
| – | – | 0.04% | 66 |
|
|
2022
Q4 | $93K | Hold |
48,922
| – | – | 0.05% | 65 |
|
|
2022
Q3 | $117K | Hold |
48,922
| – | – | 0.08% | 60 |
|
|
2022
Q2 | $153K | Hold |
48,922
| – | – | 0.1% | 63 |
|
|
2022
Q1 | $178K | Hold |
48,922
| – | – | 0.12% | 64 |
|
|
2021
Q4 | $215K | Buy |
+48,922
| New | +$215K | 0.16% | 55 |
|