Wealthspire Advisors (Maryland)’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $271K | Buy |
2,993
+207
| +7% | +$18.7K | 0.01% | 364 |
|
|
2020
Q2 | $212K | Buy |
+2,786
| New | +$212K | 0.02% | 410 |
|
|
2020
Q1 | – | Sell |
-3,644
| Closed | -$284K | – | 455 |
|
|
2019
Q4 | $284K | Sell |
3,644
-441
| -11% | -$34.4K | 0.02% | 392 |
|
|
2019
Q3 | $303K | Buy |
4,085
+425
| +12% | +$31.5K | 0.02% | 344 |
|
|
2019
Q2 | $278K | Sell |
3,660
-326
| -8% | -$24.8K | 0.02% | 368 |
|
|
2019
Q1 | $303K | Sell |
3,986
-132
| -3% | -$10K | 0.02% | 354 |
|
|
2018
Q4 | $280K | Sell |
4,118
-557
| -12% | -$37.9K | 0.02% | 336 |
|
|
2018
Q3 | $344K | Sell |
4,675
-105
| -2% | -$7.73K | 0.03% | 325 |
|
|
2018
Q2 | $349K | Sell |
4,780
-2,400
| -33% | -$175K | 0.03% | 318 |
|
|
2018
Q1 | $454K | Buy |
7,180
+317
| +5% | +$20K | 0.04% | 260 |
|
|
2017
Q4 | $444K | Sell |
6,863
-397
| -5% | -$25.7K | 0.04% | 284 |
|
|
2017
Q3 | $435K | Sell |
7,260
-186
| -2% | -$11.1K | 0.05% | 265 |
|
|
2017
Q2 | $421K | Buy |
7,446
+524
| +8% | +$29.6K | 0.05% | 263 |
|
|
2017
Q1 | $391K | Sell |
6,922
-205
| -3% | -$11.6K | 0.06% | 234 |
|
|
2016
Q4 | $377K | Sell |
7,127
-733
| -9% | -$38.8K | 0.06% | 231 |
|
|
2016
Q3 | $405K | Buy |
7,860
+475
| +6% | +$24.5K | 0.06% | 208 |
|
|
2016
Q2 | $362K | Buy |
7,385
+235
| +3% | +$11.5K | 0.06% | 216 |
|
|
2016
Q1 | $349K | Sell |
7,150
-2,472
| -26% | -$121K | 0.06% | 216 |
|
|
2015
Q4 | $434K | Buy |
+9,622
| New | +$434K | 0.08% | 181 |
|