Valeo Financial Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-179
| Closed | -$19K | – | 865 |
|
|
2021
Q1 | $19K | Buy |
179
+3
| +2% | +$318 | ﹤0.01% | 1102 |
|
|
2020
Q4 | $17K | Buy |
176
+1
| +0.6% | +$97 | ﹤0.01% | 1037 |
|
|
2020
Q3 | $16K | Sell |
175
-317
| -64% | -$29K | ﹤0.01% | 931 |
|
|
2020
Q2 | $37K | Buy |
492
+52
| +12% | +$3.91K | ﹤0.01% | 791 |
|
|
2020
Q1 | $32K | Buy |
440
+15
| +4% | +$1.09K | ﹤0.01% | 721 |
|
|
2019
Q4 | $33K | Buy |
425
+50
| +13% | +$3.88K | ﹤0.01% | 772 |
|
|
2019
Q3 | $28K | Hold |
375
| – | – | ﹤0.01% | 752 |
|
|
2019
Q2 | $28K | Sell |
375
-139
| -27% | -$10.4K | ﹤0.01% | 753 |
|
|
2019
Q1 | $39K | Hold |
514
| – | – | ﹤0.01% | 613 |
|
|
2018
Q4 | $35K | Sell |
514
-41
| -7% | -$2.79K | ﹤0.01% | 572 |
|
|
2018
Q3 | $37K | Hold |
555
| – | – | 0.01% | 603 |
|
|
2018
Q2 | $40K | Sell |
555
-131
| -19% | -$9.44K | 0.01% | 582 |
|
|
2018
Q1 | $43K | Sell |
686
-19
| -3% | -$1.19K | 0.01% | 518 |
|
|
2017
Q4 | $46K | Buy |
705
+555
| +370% | +$36.2K | 0.01% | 482 |
|
|
2017
Q3 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 716 |
|