TCI Wealth Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19
| Closed | -$2.09K | – | 881 |
|
|
2023
Q1 | $2.09K | Hold |
19
| – | – | ﹤0.01% | 1958 |
|
|
2022
Q4 | $1.97K | Sell |
19
-287
| -94% | -$29.6K | ﹤0.01% | 1979 |
|
|
2022
Q3 | $27K | Buy |
306
+8
| +3% | +$801 | ﹤0.01% | 541 |
|
|
2022
Q2 | $29K | Buy |
298
+290
| +3,625% | +$29.7K | ﹤0.01% | 527 |
|
|
2022
Q1 | $1K | Sell |
8
-79
| -91% | -$8.71K | ﹤0.01% | 2095 |
|
|
2021
Q4 | $12K | Sell |
87
-32
| -27% | -$4.01K | ﹤0.01% | 1028 |
|
|
2021
Q3 | $14K | Buy |
119
+80
| +205% | +$10K | ﹤0.01% | 862 |
|
|
2021
Q2 | $5K | Buy |
39
+31
| +388% | +$3.66K | ﹤0.01% | 1430 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 2056 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1314 |
|
|
2020
Q2 | $1K | Buy |
+8
| New | +$584 | ﹤0.01% | 1245 |
|
|
2019
Q1 | – | Sell |
-4
| Closed | – | – | 1442 |
|
|
2018
Q4 | $0 | Sell |
4
-51
| -93% | -$3.58K | ﹤0.01% | 1503 |
|
|
2018
Q3 | $4K | Buy |
55
+5
| +10% | +$369 | ﹤0.01% | 841 |
|
|
2018
Q2 | $4K | Buy |
+50
| New | +$3.49K | ﹤0.01% | 838 |
|
|
2014
Q4 | – | Sell |
-50
| Closed | -$2K | – | 901 |
|
|
2014
Q3 | $2K | Sell |
50
-7
| -12% | -$298 | ﹤0.01% | 726 |
|
|
2014
Q2 | $3K | Sell |
57
-28
| -33% | -$1.2K | ﹤0.01% | 680 |
|
|
2014
Q1 | $3K | Sell |
85
-11
| -11% | -$451 | ﹤0.01% | 642 |
|
|
2013
Q4 | $4K | Hold |
96
| – | – | ﹤0.01% | 588 |
|
|
2013
Q3 | $0 | Buy |
+96
| New | +$3.98K | ﹤0.01% | 801 |
|
Other funds holding EXPD
