SkyOak Wealth’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,529
| Closed | -$307K | – | 252 |
|
|
2024
Q1 | $307K | Buy |
2,529
+95
| +4% | +$11.5K | 0.07% | 184 |
|
|
2023
Q4 | $310K | Sell |
2,434
-22
| -0.9% | -$2.8K | 0.08% | 173 |
|
|
2023
Q3 | $282K | Sell |
2,456
-28
| -1% | -$3.21K | 0.08% | 178 |
|
|
2023
Q2 | $301K | Buy |
2,484
+146
| +6% | +$17.7K | 0.09% | 167 |
|
|
2023
Q1 | $257K | Buy |
2,338
+168
| +8% | +$18.5K | 0.08% | 182 |
|
|
2022
Q4 | $226K | Buy |
+2,170
| New | +$226K | 0.08% | 189 |
|