Private Wealth Management Group’s Expensify EXFY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-420
Closed -$1.04K 1528
2023
Q4
$1.04K Buy
+420
New +$1.04K ﹤0.01% 1253