Rowland Carmichael Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $416K | Hold |
4,375
| – | – | 0.13% | 169 |
|
|
2020
Q3 | $396K | Hold |
4,375
| – | – | 0.16% | 158 |
|
|
2020
Q2 | $333K | Hold |
4,375
| – | – | 0.14% | 177 |
|
|
2020
Q1 | $292K | Buy |
4,375
+1,171
| +37% | +$78.2K | 0.15% | 174 |
|
|
2019
Q4 | $250K | Hold |
3,204
| – | – | 0.09% | 259 |
|
|
2019
Q3 | $238K | Buy |
3,204
+24
| +0.8% | +$1.78K | 0.08% | 252 |
|
|
2019
Q2 | $241K | Hold |
3,180
| – | – | 0.08% | 236 |
|
|
2019
Q1 | $241K | Sell |
3,180
-100
| -3% | -$7.58K | 0.09% | 223 |
|
|
2018
Q4 | $223K | Hold |
3,280
| – | – | 0.1% | 208 |
|
|
2018
Q3 | $241K | Hold |
3,280
| – | – | 0.09% | 238 |
|
|
2018
Q2 | $240K | Hold |
3,280
| – | – | 0.1% | 238 |
|
|
2018
Q1 | $208K | Hold |
3,280
| – | – | 0.11% | 231 |
|
|
2017
Q4 | $212K | Buy |
+3,280
| New | +$212K | 0.11% | 240 |
|