Shelton Capital Management’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22,205
| Closed | -$2.39M | – | 838 |
|
|
2021
Q1 | $2.39M | Buy |
22,205
+15,600
| +236% | +$1.68M | 0.08% | 215 |
|
|
2020
Q4 | $628K | Buy |
+6,605
| New | +$628K | 0.03% | 306 |
|
|
2016
Q1 | – | Sell |
-10,497
| Closed | -$473K | – | 754 |
|
|
2015
Q4 | $473K | Hold |
10,497
| – | – | 0.05% | 364 |
|
|
2015
Q3 | $494K | Hold |
10,497
| – | – | 0.05% | 343 |
|
|
2015
Q2 | $484K | Buy |
10,497
+676
| +7% | +$31.2K | 0.05% | 370 |
|
|
2015
Q1 | $473K | Buy |
9,821
+1,192
| +14% | +$57.4K | 0.05% | 395 |
|
|
2014
Q4 | $385K | Buy |
8,629
+1,895
| +28% | +$84.5K | 0.04% | 479 |
|
|
2014
Q3 | $273K | Buy |
6,734
+691
| +11% | +$28K | 0.04% | 584 |
|
|
2014
Q2 | $267K | Sell |
6,043
-700
| -10% | -$30.9K | 0.04% | 618 |
|
|
2014
Q1 | $267K | Buy |
6,743
+557
| +9% | +$22.1K | 0.04% | 584 |
|
|
2013
Q4 | $274K | Buy |
6,186
+949
| +18% | +$42K | 0.04% | 558 |
|
|
2013
Q3 | $231K | Buy |
+5,237
| New | +$231K | 0.04% | 585 |
|