UIA
UBP Investment Advisors’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $370K | Hold |
4,151
| – | – | 0.19% | 72 |
|
|
2022
Q2 | $400K | Sell |
4,151
-10,305
| -71% | -$993K | 0.16% | 76 |
|
|
2022
Q1 | $720K | Buy |
14,456
+10,791
| +294% | +$537K | 0.27% | 62 |
|
|
2021
Q4 | $490K | Buy |
3,665
+46
| +1% | +$6.15K | 0.18% | 75 |
|
|
2021
Q3 | $430K | Sell |
3,619
-1,333
| -27% | -$158K | 0.17% | 81 |
|
|
2021
Q2 | $630K | Sell |
4,952
-4,973
| -50% | -$633K | 0.23% | 74 |
|
|
2021
Q1 | $1.07M | Buy |
+9,925
| New | +$1.07M | 0.44% | 44 |
|