SSWM
Sheets Smith Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-37,400
| Closed | -$2.92M | – | 289 |
|
|
2019
Q4 | $2.92M | Hold |
37,400
| – | – | 0.56% | 51 |
|
|
2019
Q3 | $2.78M | Hold |
37,400
| – | – | 0.57% | 46 |
|
|
2019
Q2 | $2.84M | Sell |
37,400
-3,600
| -9% | -$273K | 0.58% | 46 |
|
|
2019
Q1 | $3.11M | Hold |
41,000
| – | – | 0.67% | 38 |
|
|
2018
Q4 | $2.79M | Buy |
41,000
+1,000
| +3% | +$68.1K | 0.75% | 33 |
|
|
2018
Q3 | $2.94M | Hold |
40,000
| – | – | 0.61% | 40 |
|
|
2018
Q2 | $2.92M | Buy |
40,000
+800
| +2% | +$58.5K | 0.68% | 40 |
|
|
2018
Q1 | $2.48M | Hold |
39,200
| – | – | 0.6% | 43 |
|
|
2017
Q4 | $2.54M | Hold |
39,200
| – | – | 0.6% | 43 |
|
|
2017
Q3 | $2.35M | Hold |
39,200
| – | – | 0.59% | 44 |
|
|
2017
Q2 | $2.21M | Hold |
39,200
| – | – | 0.59% | 44 |
|
|
2017
Q1 | $2.21M | Buy |
39,200
+11,000
| +39% | +$621K | 0.59% | 46 |
|
|
2016
Q4 | $1.49M | Hold |
28,200
| – | – | 0.42% | 70 |
|
|
2016
Q3 | $1.45M | Hold |
28,200
| – | – | 0.41% | 69 |
|
|
2016
Q2 | $1.38M | Buy |
28,200
+400
| +1% | +$19.6K | 0.4% | 75 |
|
|
2016
Q1 | $1.36M | Buy |
27,800
+800
| +3% | +$39.1K | 0.42% | 67 |
|
|
2015
Q4 | $1.22M | Buy |
+27,000
| New | +$1.22M | 0.37% | 78 |
|