SteelPeak 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
Q1 | – | Sell |
-4,018
| Closed | -$511K | – | 437 |
|
2023
Q4 | $511K | Sell |
4,018
-482
| -11% | -$61.3K | 0.03% | 264 |
|
2023
Q3 | $516K | Sell |
4,500
-14,580
| -76% | -$1.67M | 0.03% | 245 |
|
2023
Q2 | $2.31M | Buy |
19,080
+14,233
| +294% | +$1.72M | 0.14% | 107 |
|
2023
Q1 | $534K | Sell |
4,847
-196
| -4% | -$21.6K | 0.04% | 231 |
|
2022
Q4 | $524K | Sell |
5,043
-3,025
| -37% | -$314K | 0.04% | 236 |
|
2022
Q3 | $712K | Sell |
8,068
-830
| -9% | -$73.2K | 0.05% | 193 |
|
2022
Q2 | $867K | Buy |
8,898
+1,700
| +24% | +$166K | 0.06% | 182 |
|
2022
Q1 | $743K | Sell |
7,198
-3,003
| -29% | -$310K | 0.04% | 214 |
|
2021
Q4 | $1.37M | Buy |
10,201
+6,814
| +201% | +$915K | 0.08% | 138 |
|
2021
Q3 | $403K | Buy |
+3,387
| New | +$403K | 0.03% | 268 |
|