TFO Wealth Partners’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$365 | – | 283 |
|
|
2024
Q1 | $365 | Sell |
3
-2
| -40% | -$243 | ﹤0.01% | 348 |
|
|
2023
Q4 | $636 | Hold |
5
| – | – | ﹤0.01% | 274 |
|
|
2023
Q3 | $606 | Buy |
5
+2
| +67% | +$242 | ﹤0.01% | 402 |
|
|
2023
Q2 | $363 | Hold |
3
| – | – | ﹤0.01% | 353 |
|
|
2023
Q1 | $330 | Buy |
3
+2
| +200% | +$220 | ﹤0.01% | 352 |
|
|
2022
Q4 | $169 | Buy |
+1
| New | +$169 | ﹤0.01% | 661 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$5K | – | 257 |
|
|
2022
Q2 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 210 |
|