TD Private Client 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 | $998K | Sell |
13,364
-872
| -6% | -$65.1K | 0.02% | 367 |
|
|
2025
Q1 | $1.15M | Sell |
14,236
-865
| -6% | -$70.1K | 0.03% | 317 |
|
|
2024
Q4 | $1.35M | Sell |
15,101
-672
| -4% | -$59.9K | 0.04% | 299 |
|
|
2024
Q3 | $1.82M | Sell |
15,773
-114
| -0.7% | -$13.1K | 0.05% | 259 |
|
|
2024
Q2 | $1.51M | Buy |
15,887
+29
| +0.2% | +$2.76K | 0.05% | 283 |
|
|
2024
Q1 | $1.31M | Sell |
15,858
-2,342
| -13% | -$194K | 0.04% | 310 |
|
|
2023
Q4 | $1.6M | Sell |
18,200
-667
| -4% | -$58.7K | 0.06% | 257 |
|
|
2023
Q3 | $1.62M | Sell |
18,867
-2,680
| -12% | -$229K | 0.07% | 242 |
|
|
2023
Q2 | $2.01M | Sell |
21,547
-185
| -0.9% | -$17.3K | 0.09% | 223 |
|
|
2023
Q1 | $2.17M | Sell |
21,732
-197
| -0.9% | -$19.6K | 0.1% | 207 |
|
|
2022
Q4 | $2.17M | Sell |
21,929
-2,450
| -10% | -$243K | 0.1% | 201 |
|
|
2022
Q3 | $2.14M | Sell |
24,379
-294
| -1% | -$25.8K | 0.11% | 195 |
|
|
2022
Q2 | $2.26M | Buy |
24,673
+8,694
| +54% | +$795K | 0.11% | 192 |
|
|
2022
Q1 | $1.73M | Buy |
15,979
+385
| +2% | +$41.6K | 0.07% | 256 |
|
|
2021
Q4 | $1.82M | Sell |
15,594
-630
| -4% | -$73.5K | 0.08% | 251 |
|
|
2021
Q3 | $1.84M | Sell |
16,224
-488
| -3% | -$55.2K | 0.08% | 246 |
|
|
2021
Q2 | $1.49M | Buy |
16,712
+375
| +2% | +$33.5K | 0.06% | 280 |
|
|
2021
Q1 | $1.59M | Buy |
16,337
+1,895
| +13% | +$185K | 0.07% | 265 |
|
|
2020
Q4 | $1.3M | Buy |
14,442
+791
| +6% | +$71.2K | 0.07% | 273 |
|
|
2020
Q3 | $983K | Buy |
13,651
+1,749
| +15% | +$126K | 0.06% | 295 |
|
|
2020
Q2 | $963K | Buy |
+11,902
| New | +$963K | 0.06% | 287 |
|