Truvvo Partners’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,144
| Closed | -$592K | – | 102 |
|
|
2017
Q4 | $592K | Hold |
9,144
| – | – | 0.2% | 95 |
|
|
2017
Q3 | $547K | Buy |
9,144
+4,268
| +88% | +$255K | 0.18% | 97 |
|
|
2017
Q2 | $273K | Buy |
+4,876
| New | +$273K | 0.1% | 118 |
|
|
2016
Q4 | – | Sell |
-8,403
| Closed | -$433K | – | 124 |
|
|
2016
Q3 | $433K | Sell |
8,403
-2,354
| -22% | -$121K | 0.19% | 98 |
|
|
2016
Q2 | $528K | Sell |
10,757
-4,145
| -28% | -$203K | 0.27% | 78 |
|
|
2016
Q1 | $727K | Buy |
14,902
+1,960
| +15% | +$95.6K | 0.33% | 55 |
|
|
2015
Q4 | $584K | Buy |
+12,942
| New | +$584K | 0.31% | 72 |
|