Stanley-Laman Group’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-71,252
| Closed | -$232K | – | 247 |
|
|
2023
Q3 | $232K | Sell |
71,252
-537
| -0.7% | -$1.75K | 0.04% | 213 |
|
|
2023
Q2 | $573K | Sell |
71,789
-3,903
| -5% | -$31.1K | 0.09% | 167 |
|
|
2023
Q1 | $617K | Sell |
75,692
-25,443
| -25% | -$207K | 0.11% | 167 |
|
|
2022
Q4 | $893K | Sell |
101,135
-15,868
| -14% | -$140K | 0.17% | 149 |
|
|
2022
Q3 | $1.74M | Buy |
+117,003
| New | +$1.74M | 0.33% | 118 |
|