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