Sageworth Trust Company of South Dakota’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-321
| Closed | -$32K | – | 94 |
|
|
2023
Q1 | $32K | Sell |
321
-35
| -10% | -$3.49K | 0.07% | 61 |
|
|
2022
Q4 | $35K | Hold |
356
| – | – | 0.08% | 60 |
|
|
2022
Q3 | $31K | Sell |
356
-187
| -34% | -$16.3K | 0.08% | 53 |
|
|
2022
Q2 | $50K | Sell |
543
-426
| -44% | -$39.2K | 0.1% | 53 |
|
|
2022
Q1 | $105K | Sell |
969
-47
| -5% | -$5.09K | 0.2% | 42 |
|
|
2021
Q4 | $119K | Buy |
+1,016
| New | +$119K | 0.18% | 52 |
|