Patriot Financial Group Insurance Agency’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-214
| Closed | -$20K | – | 892 |
|
|
2022
Q2 | $20K | Sell |
214
-48
| -18% | -$4.49K | ﹤0.01% | 1007 |
|
|
2022
Q1 | $28K | Sell |
262
-19
| -7% | -$2.03K | 0.01% | 957 |
|
|
2021
Q4 | $33K | Buy |
281
+4
| +1% | +$470 | 0.01% | 1018 |
|
|
2021
Q3 | $31K | Buy |
277
+43
| +18% | +$4.81K | 0.01% | 1029 |
|
|
2021
Q2 | $21K | Hold |
234
| – | – | ﹤0.01% | 1151 |
|
|
2021
Q1 | $23K | Hold |
234
| – | – | 0.01% | 1032 |
|
|
2020
Q4 | $21K | Hold |
234
| – | – | 0.01% | 949 |
|
|
2020
Q3 | $17K | Hold |
234
| – | – | 0.01% | 852 |
|
|
2020
Q2 | $19K | Sell |
234
-12
| -5% | -$974 | 0.01% | 757 |
|
|
2020
Q1 | $18K | Buy |
+246
| New | +$18K | 0.01% | 688 |
|