Wealth Effects’s Eagle Materials EXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,001
Closed -$222K 208
2025
Q1
$222K Sell
1,001
-1,099
-52% -$244K 0.09% 170
2024
Q4
$518K Sell
2,100
-2,800
-57% -$691K 0.18% 108
2024
Q3
$1.41M Sell
4,900
-1,716
-26% -$494K 0.49% 45
2024
Q2
$1.44M Buy
6,616
+966
+17% +$210K 0.52% 42
2024
Q1
$1.54M Sell
5,650
-1,450
-20% -$394K 0.57% 39
2023
Q4
$1.44M Sell
7,100
-125
-2% -$25.4K 0.54% 42
2023
Q3
$1.2M Sell
7,225
-101
-1% -$16.8K 0.59% 39
2023
Q2
$1.37M Hold
7,326
0.6% 36
2023
Q1
$1.08M Hold
7,326
0.55% 44
2022
Q4
$973K Sell
7,326
-2,500
-25% -$332K 0.56% 42
2022
Q3
$1.05M Hold
9,826
0.64% 37
2022
Q2
$1.08M Hold
9,826
0.65% 40
2022
Q1
$1.26M Sell
9,826
-125
-1% -$16K 0.59% 39
2021
Q4
$1.66M Buy
+9,951
New +$1.66M 0.69% 32