Peak Financial Advisors’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,413
| Closed | -$1.9M | – | 59 |
|
|
2023
Q2 | $1.9M | Buy |
17,413
+2,006
| +13% | +$219K | 1.5% | 29 |
|
|
2023
Q1 | $1.49M | Sell |
15,407
-570
| -4% | -$55.3K | 1.26% | 28 |
|
|
2022
Q4 | $1.4M | Sell |
15,977
-521
| -3% | -$45.6K | 1.28% | 27 |
|
|
2022
Q3 | $1.55M | Buy |
16,498
+7,101
| +76% | +$665K | 1.9% | 22 |
|
|
2022
Q2 | $891K | Sell |
9,397
-57
| -0.6% | -$5.41K | 0.88% | 34 |
|
|
2022
Q1 | $1.85M | Buy |
+9,454
| New | +$1.85M | 1.59% | 22 |
|