Thrive Wealth Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,091
| Closed | -$241K | – | 207 |
|
|
2024
Q3 | $241K | Sell |
2,091
-16
| -0.8% | -$1.84K | 0.04% | 190 |
|
|
2024
Q2 | $200K | Buy |
+2,107
| New | +$200K | 0.04% | 210 |
|
|
2023
Q3 | – | Sell |
-2,189
| Closed | -$204K | – | 174 |
|
|
2023
Q2 | $204K | Buy |
2,189
+55
| +3% | +$5.13K | 0.05% | 175 |
|
|
2023
Q1 | $213K | Buy |
2,134
+77
| +4% | +$7.68K | 0.05% | 163 |
|
|
2022
Q4 | $204K | Buy |
+2,057
| New | +$204K | 0.06% | 155 |
|