Tradition 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
Q1 | – | Sell |
-957
| Closed | -$84K | – | 646 |
|
|
2023
Q4 | $84K | Buy |
957
+3
| +0.3% | +$263 | 0.01% | 514 |
|
|
2023
Q3 | $82K | Buy |
954
+3
| +0.3% | +$258 | 0.01% | 485 |
|
|
2023
Q2 | $89K | Buy |
951
+2
| +0.2% | +$187 | 0.01% | 477 |
|
|
2023
Q1 | $95K | Buy |
949
+3
| +0.3% | +$300 | 0.01% | 456 |
|
|
2022
Q4 | $94K | Hold |
946
| – | – | 0.01% | 394 |
|
|
2022
Q3 | $83K | Buy |
+946
| New | +$83K | 0.01% | 394 |
|