Thomas J. Herzfeld Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-46
| Closed | -$3.94K | – | 215 |
|
|
2023
Q3 | $3.94K | Hold |
46
| – | – | ﹤0.01% | 274 |
|
|
2023
Q2 | $4.29K | Hold |
46
| – | – | ﹤0.01% | 270 |
|
|
2023
Q1 | $4.59K | Hold |
46
| – | – | ﹤0.01% | 242 |
|
|
2022
Q4 | $4.56K | Hold |
46
| – | – | ﹤0.01% | 240 |
|
|
2022
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 222 |
|
|
2022
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 233 |
|
|
2022
Q1 | $5K | Buy |
46
+19
| +70% | +$2.07K | ﹤0.01% | 235 |
|
|
2021
Q4 | $3K | Buy |
27
+5
| +23% | +$556 | ﹤0.01% | 322 |
|
|
2021
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 327 |
|
|
2021
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 340 |
|
|
2021
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 336 |
|