Wealthspire Advisors (New York)’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 |
-3,503
| Closed | -$377K | – | 476 |
|
|
2021
Q1 | $377K | Buy |
3,503
+187
| +6% | +$20.1K | 0.01% | 479 |
|
|
2020
Q4 | $315K | Buy |
3,316
+543
| +20% | +$51.6K | 0.01% | 422 |
|
|
2020
Q3 | $251K | Buy |
+2,773
| New | +$251K | 0.01% | 261 |
|
|
2020
Q2 | – | Sell |
-3,762
| Closed | -$251K | – | 355 |
|
|
2020
Q1 | $251K | Buy |
+3,762
| New | +$251K | 0.01% | 430 |
|
|
2019
Q1 | – | Sell |
-125
| Closed | -$9K | – | 294 |
|
|
2018
Q4 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 524 |
|