Sugarloaf Wealth Management’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 |
-143
| Closed | -$18.2K | – | 694 |
|
|
2023
Q4 | $18.2K | Hold |
143
| – | – | ﹤0.01% | 409 |
|
|
2023
Q3 | $16.4K | Hold |
143
| – | – | ﹤0.01% | 404 |
|
|
2023
Q2 | $17.3K | Hold |
143
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $15.7K | Hold |
143
| – | – | ﹤0.01% | 423 |
|
|
2022
Q4 | $14.9K | Hold |
143
| – | – | ﹤0.01% | 448 |
|
|
2022
Q3 | $13K | Hold |
143
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $14K | Hold |
143
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $15K | Hold |
143
| – | – | ﹤0.01% | 442 |
|
|
2021
Q4 | $19K | Hold |
143
| – | – | ﹤0.01% | 429 |
|
|
2021
Q3 | $17K | Hold |
143
| – | – | ﹤0.01% | 448 |
|
|
2021
Q2 | $18K | Hold |
143
| – | – | ﹤0.01% | 427 |
|
|
2021
Q1 | $15 | Hold |
143
| – | – | ﹤0.01% | 454 |
|
|
2020
Q4 | $14K | Hold |
143
| – | – | ﹤0.01% | 443 |
|
|
2020
Q3 | $13K | Hold |
143
| – | – | ﹤0.01% | 423 |
|
|
2020
Q2 | $11K | Hold |
143
| – | – | ﹤0.01% | 433 |
|
|
2020
Q1 | $10K | Hold |
143
| – | – | ﹤0.01% | 432 |
|
|
2019
Q4 | $11K | Buy |
+143
| New | +$11K | ﹤0.01% | 457 |
|