SWM
Selective Wealth Management’s Expedia Group EXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-150
| Closed | -$29K | – | 783 |
|
|
2022
Q1 | $29K | Hold |
150
| – | – | 0.01% | 393 |
|
|
2021
Q4 | $27K | Buy |
+150
| New | +$27K | 0.01% | 370 |
|
|
2020
Q3 | – | Sell |
-15
| Closed | -$1K | – | 345 |
|
|
2020
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 397 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 305 |
|
|
2019
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 284 |
|
|
2019
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 289 |
|