Stephens Consulting’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 |
-100
| Closed | -$325 | – | 491 |
|
|
2023
Q3 | $325 | Hold |
100
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $798 | Hold |
100
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $815 | Hold |
100
| – | – | ﹤0.01% | 492 |
|
|
2022
Q4 | $883 | Hold |
100
| – | – | ﹤0.01% | 466 |
|
|
2022
Q3 | $1.49K | Hold |
100
| – | – | ﹤0.01% | 500 |
|
|
2022
Q2 | $1.78K | Hold |
100
| – | – | ﹤0.01% | 481 |
|
|
2022
Q1 | $1.76K | Hold |
100
| – | – | ﹤0.01% | 505 |
|
|
2021
Q4 | $4.4K | Buy |
+100
| New | +$4.4K | ﹤0.01% | 498 |
|