Trek Financial’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-7,002
| Closed | -$236K | – | 245 |
|
2021
Q4 | $236K | Buy |
7,002
+128
| +2% | +$4.31K | 0.02% | 183 |
|
2021
Q3 | $273K | Buy |
6,874
+66
| +1% | +$2.62K | 0.03% | 163 |
|
2021
Q2 | $264K | Sell |
6,808
-425
| -6% | -$16.5K | 0.03% | 172 |
|
2021
Q1 | $329K | Buy |
7,233
+813
| +13% | +$37K | 0.04% | 136 |
|
2020
Q4 | $203K | Buy |
+6,420
| New | +$203K | 0.03% | 185 |
|