PPWM
PFG Private Wealth Management’s eXp World Holdings EXPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-425
| Closed | -$8.62K | – | 308 |
|
|
2023
Q2 | $8.62K | Hold |
425
| – | – | 0.01% | 216 |
|
|
2023
Q1 | $5.39K | Hold |
425
| – | – | ﹤0.01% | 231 |
|
|
2022
Q4 | $5K | Hold |
425
| – | – | ﹤0.01% | 217 |
|
|
2022
Q3 | $5K | Hold |
425
| – | – | ﹤0.01% | 211 |
|
|
2022
Q2 | $5K | Hold |
425
| – | – | ﹤0.01% | 220 |
|
|
2022
Q1 | $9K | Sell |
425
-425
| -50% | -$9K | ﹤0.01% | 206 |
|
|
2021
Q4 | $29K | Hold |
850
| – | – | 0.02% | 170 |
|
|
2021
Q3 | $34K | Buy |
+850
| New | +$34K | 0.02% | 158 |
|