Plante Moran 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-22
| Closed | -$4K | – | 870 |
|
2021
Q4 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 848 |
|
2020
Q4 | – | Sell |
-30
| Closed | -$3K | – | 923 |
|
2020
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 744 |
|
2020
Q1 | – | Sell |
-155
| Closed | -$17K | – | 762 |
|
2019
Q4 | $17K | Buy |
+155
| New | +$17K | 0.01% | 481 |
|
2018
Q3 | – | Sell |
-19
| Closed | -$2K | – | 777 |
|
2018
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 718 |
|
2018
Q1 | $2K | Buy |
19
+4
| +27% | +$421 | ﹤0.01% | 833 |
|
2017
Q4 | $2K | Sell |
15
-38
| -72% | -$5.07K | ﹤0.01% | 787 |
|
2017
Q3 | $8K | Sell |
53
-9
| -15% | -$1.36K | ﹤0.01% | 575 |
|
2017
Q2 | $9K | Buy |
62
+3
| +5% | +$435 | 0.01% | 571 |
|
2017
Q1 | $7K | Buy |
59
+42
| +247% | +$4.98K | ﹤0.01% | 639 |
|
2016
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 848 |
|
2016
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 832 |
|
2016
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 788 |
|
2016
Q1 | $2K | Buy |
17
+14
| +467% | +$1.65K | ﹤0.01% | 716 |
|
2015
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 962 |
|