Paloma Partners’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-14,317
| Closed | -$202K | – | 417 |
|
2024
Q3 | $202K | Buy |
+14,317
| New | +$202K | 0.01% | 707 |
|
2022
Q1 | – | Sell |
-55,396
| Closed | -$1.87M | – | 1443 |
|
2021
Q4 | $1.87M | Sell |
55,396
-9,673
| -15% | -$326K | 0.03% | 341 |
|
2021
Q3 | $2.59M | Buy |
+65,069
| New | +$2.59M | 0.06% | 138 |
|
2021
Q2 | – | Sell |
-21,658
| Closed | -$987K | – | 1637 |
|
2021
Q1 | $987K | Buy |
21,658
+1,946
| +10% | +$88.7K | 0.02% | 554 |
|
2020
Q4 | $622K | Buy |
19,712
+7,228
| +58% | +$228K | 0.02% | 609 |
|
2020
Q3 | $252K | Buy |
+12,484
| New | +$252K | 0.01% | 1433 |
|