Personal CFO Solutions’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,518
| Closed | -$227K | – | 417 |
|
|
2020
Q4 | $227K | Sell |
2,518
-976
| -28% | -$88K | 0.06% | 326 |
|
|
2020
Q3 | $0 | Sell |
3,494
-28
| -0.8% | – | ﹤0.01% | 204 |
|
|
2020
Q2 | $285K | Buy |
3,522
+176
| +5% | +$14.2K | 0.08% | 220 |
|
|
2020
Q1 | $241K | Buy |
3,346
+251
| +8% | +$18.1K | 0.09% | 204 |
|
|
2019
Q4 | $213K | Buy |
+3,095
| New | +$213K | 0.06% | 307 |
|