Weld Capital Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,510
| Closed | -$203K | – | 541 |
|
|
2020
Q2 | $203K | Sell |
2,510
-4,434
| -64% | -$359K | 0.08% | 385 |
|
|
2020
Q1 | $499K | Sell |
6,944
-1,386
| -17% | -$99.6K | 0.25% | 132 |
|
|
2019
Q4 | $575K | Buy |
8,330
+4,625
| +125% | +$319K | 0.11% | 307 |
|
|
2019
Q3 | $259K | Buy |
+3,705
| New | +$259K | 0.05% | 618 |
|
|
2019
Q2 | – | Sell |
-4,102
| Closed | -$237K | – | 804 |
|
|
2019
Q1 | $237K | Sell |
4,102
-6,568
| -62% | -$379K | 0.04% | 559 |
|
|
2018
Q4 | $541K | Buy |
+10,670
| New | +$541K | 0.12% | 319 |
|