RWA Wealth Partners’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,056
| Closed | -$77K | – | 395 |
|
|
2018
Q2 | $77K | Sell |
1,056
-1,494
| -59% | -$109K | 0.01% | 356 |
|
|
2018
Q1 | $161K | Sell |
2,550
-9,500
| -79% | -$600K | 0.02% | 215 |
|
|
2017
Q4 | $780K | Hold |
12,050
| – | – | 0.09% | 131 |
|
|
2017
Q3 | $721K | Hold |
12,050
| – | – | 0.08% | 131 |
|
|
2017
Q2 | $681K | Buy |
12,050
+1,100
| +10% | +$62.2K | 0.08% | 117 |
|
|
2017
Q1 | $619K | Buy |
+10,950
| New | +$619K | 0.08% | 119 |
|