TSWM
Triangle Securities Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,745
| Closed | -$256K | – | 140 |
|
|
2014
Q4 | $256K | Buy |
+5,745
| New | +$256K | 0.18% | 111 |
|
|
2014
Q3 | – | Sell |
-4,695
| Closed | -$207K | – | 123 |
|
|
2014
Q2 | $207K | Buy |
+4,695
| New | +$207K | 0.16% | 122 |
|
|
2013
Q3 | – | Sell |
-4,151
| Closed | -$158K | – | 208 |
|
|
2013
Q2 | $158K | Buy |
+4,151
| New | +$158K | 0.12% | 135 |
|