WealthPLAN Partners’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$881 | – | 1305 |
|
|
2023
Q1 | $881 | Buy |
+8
| New | +$881 | ﹤0.01% | 1214 |
|
|
2017
Q2 | – | Sell |
-171
| Closed | -$9.65K | – | 255 |
|
|
2017
Q1 | $9.65K | Buy |
+171
| New | +$9.65K | 0.03% | 276 |
|
|
2016
Q3 | $8.79K | Sell |
170
-170
| -50% | -$8.79K | ﹤0.01% | 621 |
|
|
2016
Q2 | $8.34K | Buy |
+340
| New | +$8.34K | ﹤0.01% | 1806 |
|