Provenance Wealth Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12
| Closed | -$973 | – | 463 |
|
|
2025
Q1 | $973 | Hold |
12
| – | – | ﹤0.01% | 476 |
|
|
2024
Q4 | $1.07K | Hold |
12
| – | – | ﹤0.01% | 486 |
|
|
2024
Q3 | $1.38K | Hold |
12
| – | – | ﹤0.01% | 502 |
|
|
2024
Q2 | $1.14K | Hold |
12
| – | – | ﹤0.01% | 431 |
|
|
2024
Q1 | $992 | Sell |
12
-27
| -69% | -$2.23K | ﹤0.01% | 483 |
|
|
2023
Q4 | $3.43K | Buy |
39
+28
| +255% | +$2.47K | ﹤0.01% | 393 |
|
|
2023
Q3 | $942 | Buy |
+11
| New | +$942 | ﹤0.01% | 406 |
|