Pathstone Family Office’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $339K | Buy |
3,961
+1,374
| +53% | +$118K | ﹤0.01% | 1238 |
|
|
2023
Q2 | $253K | Sell |
2,587
-504
| -16% | -$49.3K | ﹤0.01% | 1039 |
|
|
2023
Q1 | $322K | Sell |
3,091
-7,633
| -71% | -$795K | 0.01% | 880 |
|
|
2022
Q4 | $750K | Buy |
10,724
+6,031
| +129% | +$422K | 0.01% | 916 |
|
|
2022
Q3 | $411K | Buy |
+4,693
| New | +$411K | ﹤0.01% | 1145 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | – | – | 868 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1180 |
|
|
2020
Q3 | $0 | Sell |
6
-6
| -50% | – | ﹤0.01% | 866 |
|
|
2020
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 800 |
|