Prudent Man Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,193
| Closed | -$205K | – | 200 |
|
|
2023
Q2 | $205K | Hold |
2,193
| – | – | 0.08% | 189 |
|
|
2023
Q1 | $219K | Sell |
2,193
-618
| -22% | -$61.7K | 0.09% | 170 |
|
|
2022
Q4 | $279K | Buy |
2,811
+368
| +15% | +$36.5K | 0.11% | 151 |
|
|
2022
Q3 | $214K | Buy |
2,443
+55
| +2% | +$4.82K | 0.1% | 152 |
|
|
2022
Q2 | $218K | Sell |
2,388
-138
| -5% | -$12.6K | 0.1% | 141 |
|
|
2022
Q1 | $273K | Sell |
2,526
-122
| -5% | -$13.2K | 0.11% | 138 |
|
|
2021
Q4 | $309K | Sell |
2,648
-438
| -14% | -$51.1K | 0.12% | 129 |
|
|
2021
Q3 | $349K | Sell |
3,086
-11
| -0.4% | -$1.24K | 0.13% | 124 |
|
|
2021
Q2 | $276K | Hold |
3,097
| – | – | 0.11% | 155 |
|
|
2021
Q1 | $302K | Buy |
3,097
+16
| +0.5% | +$1.56K | 0.13% | 135 |
|
|
2020
Q4 | $277K | Buy |
3,081
+7
| +0.2% | +$629 | 0.12% | 134 |
|
|
2020
Q3 | $221K | Buy |
+3,074
| New | +$221K | 0.12% | 141 |
|