Sterling Investment Advisors (Pennsylvania)’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-635
| Closed | -$60K | – | 240 |
|
|
2022
Q2 | $60K | Sell |
635
-900
| -59% | -$85K | 0.02% | 214 |
|
|
2022
Q1 | $300K | Sell |
1,535
-70
| -4% | -$13.7K | 0.09% | 125 |
|
|
2021
Q4 | $290K | Buy |
1,605
+120
| +8% | +$21.7K | 0.08% | 125 |
|
|
2021
Q3 | $243K | Hold |
1,485
| – | – | 0.07% | 138 |
|
|
2021
Q2 | $243K | Hold |
1,485
| – | – | 0.07% | 140 |
|
|
2021
Q1 | $256K | Buy |
1,485
+1,235
| +494% | +$213K | 0.08% | 129 |
|
|
2020
Q4 | $33K | Buy |
250
+200
| +400% | +$26.4K | 0.01% | 259 |
|
|
2020
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 377 |
|
|
2020
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 386 |
|