TrinityPoint Wealth’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $208K | Buy |
+1,117
| New | +$208K | 0.03% | 318 |
|
2024
Q2 | – | Sell |
-1,484
| Closed | -$204K | – | 317 |
|
2024
Q1 | $204K | Buy |
+1,484
| New | +$204K | 0.03% | 296 |
|
2023
Q3 | – | Sell |
-1,863
| Closed | -$204K | – | 294 |
|
2023
Q2 | $204K | Buy |
+1,863
| New | +$204K | 0.04% | 266 |
|
2022
Q4 | – | Sell |
-2,577
| Closed | -$241K | – | 281 |
|
2022
Q3 | $241K | Sell |
2,577
-88
| -3% | -$8.23K | 0.06% | 235 |
|
2022
Q2 | $253K | Buy |
2,665
+817
| +44% | +$77.6K | 0.06% | 231 |
|
2022
Q1 | $362K | Buy |
1,848
+258
| +16% | +$50.5K | 0.07% | 218 |
|
2021
Q4 | $287K | Sell |
1,590
-43
| -3% | -$7.76K | 0.05% | 256 |
|
2021
Q3 | $268K | Sell |
1,633
-1,137
| -41% | -$187K | 0.05% | 260 |
|
2021
Q2 | $453K | Buy |
2,770
+367
| +15% | +$60K | 0.09% | 180 |
|
2021
Q1 | $414K | Buy |
+2,403
| New | +$414K | 0.1% | 173 |
|