Strategic Wealth Partners’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,733
| Closed | -$512K | – | 143 |
|
|
2020
Q1 | $512K | Hold |
4,733
| – | – | 0.27% | 91 |
|
|
2019
Q4 | $512K | Sell |
4,733
-2,075
| -30% | -$224K | 0.27% | 91 |
|
|
2019
Q3 | $110K | Buy |
6,808
+6,660
| +4,500% | +$107K | 0.56% | 50 |
|
|
2019
Q2 | $19K | Buy |
+148
| New | +$19K | 0.01% | 363 |
|
|
2019
Q1 | – | Sell |
-2
| Closed | – | – | 781 |
|
|
2018
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 686 |
|