TCI Wealth Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-216
| Closed | -$21.5K | – | 883 |
|
|
2023
Q1 | $21.5K | Buy |
216
+56
| +35% | +$5.58K | ﹤0.01% | 675 |
|
|
2022
Q4 | $15.9K | Buy |
160
+4
| +3% | +$396 | ﹤0.01% | 806 |
|
|
2022
Q3 | $14K | Buy |
156
+2
| +1% | +$179 | ﹤0.01% | 825 |
|
|
2022
Q2 | $14K | Sell |
154
-8
| -5% | -$727 | ﹤0.01% | 802 |
|
|
2022
Q1 | $18K | Buy |
162
+6
| +4% | +$667 | ﹤0.01% | 738 |
|
|
2021
Q4 | $18K | Buy |
156
+32
| +26% | +$3.69K | ﹤0.01% | 757 |
|
|
2021
Q3 | $14K | Buy |
124
+41
| +49% | +$4.63K | ﹤0.01% | 848 |
|
|
2021
Q2 | $7K | Buy |
83
+12
| +17% | +$1.01K | ﹤0.01% | 1178 |
|
|
2021
Q1 | $7K | Buy |
71
+29
| +69% | +$2.86K | ﹤0.01% | 1030 |
|
|
2020
Q4 | $4K | Hold |
42
| – | – | ﹤0.01% | 934 |
|
|
2020
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 923 |
|
|
2020
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 881 |
|
|
2020
Q1 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 845 |
|