Summit Trail Advisors’s Exponent EXPO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,248
Closed -$60K 344
2018
Q2
$60K Buy
+1,248
New +$60K 0.02% 285
2018
Q1
Sell
-1,578
Closed -$57K 831
2017
Q4
$57K Buy
+1,578
New +$57K 0.01% 783