Veritable’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,355
| Closed | -$285K | – | 280 |
|
|
2023
Q2 | $285K | Hold |
2,355
| – | – | ﹤0.01% | 717 |
|
|
2023
Q1 | $259K | Buy |
2,355
+59
| +3% | +$6.5K | ﹤0.01% | 731 |
|
|
2022
Q4 | $239K | Buy |
+2,296
| New | +$239K | ﹤0.01% | 741 |
|
|
2022
Q3 | – | Sell |
-2,542
| Closed | -$248K | – | 829 |
|
|
2022
Q2 | $248K | Buy |
2,542
+262
| +11% | +$25.6K | ﹤0.01% | 742 |
|
|
2022
Q1 | $235K | Sell |
2,280
-48
| -2% | -$4.95K | ﹤0.01% | 800 |
|
|
2021
Q4 | $313K | Buy |
2,328
+61
| +3% | +$8.2K | ﹤0.01% | 698 |
|
|
2021
Q3 | $270K | Buy |
2,267
+125
| +6% | +$14.9K | ﹤0.01% | 726 |
|
|
2021
Q2 | $271K | Sell |
2,142
-802
| -27% | -$101K | ﹤0.01% | 714 |
|
|
2021
Q1 | $317K | Sell |
2,944
-1,102
| -27% | -$119K | 0.01% | 637 |
|
|
2020
Q4 | $385K | Sell |
4,046
-764
| -16% | -$72.7K | 0.01% | 558 |
|
|
2020
Q3 | $435K | Sell |
4,810
-667
| -12% | -$60.3K | 0.01% | 487 |
|
|
2020
Q2 | $416K | Sell |
5,477
-1,515
| -22% | -$115K | 0.01% | 509 |
|
|
2020
Q1 | $467K | Buy |
6,992
+3,127
| +81% | +$209K | 0.01% | 461 |
|
|
2019
Q4 | $302K | Sell |
3,865
-23
| -0.6% | -$1.8K | 0.01% | 675 |
|
|
2019
Q3 | $289K | Sell |
3,888
-2,251
| -37% | -$167K | 0.01% | 652 |
|
|
2019
Q2 | $466K | Sell |
6,139
-3,828
| -38% | -$291K | 0.01% | 515 |
|
|
2019
Q1 | $756K | Sell |
9,967
-2,723
| -21% | -$207K | 0.02% | 399 |
|
|
2018
Q4 | $864K | Buy |
12,690
+1,182
| +10% | +$80.5K | 0.02% | 339 |
|
|
2018
Q3 | $846K | Buy |
11,508
+52
| +0.5% | +$3.82K | 0.02% | 367 |
|
|
2018
Q2 | $837K | Sell |
11,456
-103
| -0.9% | -$7.53K | 0.02% | 378 |
|
|
2018
Q1 | $732K | Buy |
11,559
+1,397
| +14% | +$88.5K | 0.02% | 399 |
|
|
2017
Q4 | $657K | Sell |
10,162
-448
| -4% | -$29K | 0.01% | 425 |
|
|
2017
Q3 | $635K | Buy |
10,610
+3,732
| +54% | +$223K | 0.01% | 448 |
|
|
2017
Q2 | $388K | Buy |
6,878
+2,040
| +42% | +$115K | 0.01% | 560 |
|
|
2017
Q1 | $273K | Sell |
4,838
-975
| -17% | -$55K | 0.01% | 627 |
|
|
2016
Q4 | $308K | Sell |
5,813
-4,209
| -42% | -$223K | 0.01% | 584 |
|
|
2016
Q3 | $516K | Sell |
10,022
-1,962
| -16% | -$101K | 0.01% | 455 |
|
|
2016
Q2 | $588K | Sell |
11,984
-3,718
| -24% | -$182K | 0.02% | 407 |
|
|
2016
Q1 | $766K | Buy |
15,702
+1,798
| +13% | +$87.7K | 0.02% | 348 |
|
|
2015
Q4 | $627K | Buy |
13,904
+2,351
| +20% | +$106K | 0.02% | 402 |
|
|
2015
Q3 | $544K | Buy |
+11,553
| New | +$544K | 0.02% | 418 |
|
|
2014
Q3 | – | Sell |
-4,752
| Closed | -$210K | – | 960 |
|
|
2014
Q2 | $210K | Sell |
4,752
-847
| -15% | -$37.4K | ﹤0.01% | 872 |
|
|
2014
Q1 | $222K | Buy |
5,599
+587
| +12% | +$23.3K | ﹤0.01% | 827 |
|
|
2013
Q4 | $222K | Sell |
5,012
-290
| -5% | -$12.8K | ﹤0.01% | 809 |
|
|
2013
Q3 | $234K | Buy |
+5,302
| New | +$234K | 0.01% | 797 |
|