TFO Wealth Partners’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1
| Closed | -$83 | – | 284 |
|
2024
Q1 | $83 | Hold |
1
| – | – | ﹤0.01% | 665 |
|
2023
Q4 | $88 | Sell |
1
-11
| -92% | -$968 | ﹤0.01% | 811 |
|
2023
Q3 | $1.12K | Buy |
12
+11
| +1,100% | +$1.03K | ﹤0.01% | 264 |
|
2023
Q2 | $93 | Hold |
1
| – | – | ﹤0.01% | 676 |
|
2023
Q1 | $100 | Hold |
1
| – | – | ﹤0.01% | 644 |
|
2022
Q4 | $16 | Buy |
+1
| New | +$16 | ﹤0.01% | 911 |
|