RWA
Ropes Wealth Advisors’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12
| Closed | -$1K | – | 429 |
|
|
2020
Q4 | $1K | Sell |
12
-646
| -98% | -$53.8K | ﹤0.01% | 717 |
|
|
2020
Q3 | $60K | Buy |
658
+531
| +418% | +$48.4K | 0.01% | 316 |
|
|
2020
Q2 | $10K | Buy |
+127
| New | +$10K | ﹤0.01% | 444 |
|
|
2017
Q2 | – | Sell |
-5
| Closed | – | – | 537 |
|
|
2017
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 529 |
|
|
2016
Q4 | – | Sell |
-470
| Closed | -$24K | – | 493 |
|
|
2016
Q3 | $24K | Buy |
+470
| New | +$24K | 0.01% | 343 |
|
|
2016
Q2 | – | Sell |
-8
| Closed | – | – | 492 |
|
|
2016
Q1 | $0 | Sell |
8
-1,637
| -100% | – | ﹤0.01% | 478 |
|
|
2015
Q4 | $74K | Buy |
+1,645
| New | +$74K | 0.03% | 219 |
|