SVB Wealth’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-987
| Closed | -$80K | – | 897 |
|
|
2025
Q1 | $80K | Buy |
+987
| New | +$80K | ﹤0.01% | 454 |
|
|
2023
Q3 | – | Sell |
-2,204
| Closed | -$206K | – | 888 |
|
|
2023
Q2 | $206K | Sell |
2,204
-895
| -29% | -$83.5K | ﹤0.01% | 817 |
|
|
2023
Q1 | $309K | Sell |
3,099
-34
| -1% | -$3.39K | ﹤0.01% | 705 |
|
|
2022
Q4 | $310K | Sell |
3,133
-926
| -23% | -$91.8K | ﹤0.01% | 730 |
|
|
2022
Q3 | $356K | Buy |
+4,059
| New | +$356K | 0.01% | 626 |
|