WESPAC Advisors SoCal’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-450
| Closed | -$53K | – | 160 |
|
2019
Q1 | $53K | Hold |
450
| – | – | 0.03% | 114 |
|
2018
Q4 | $50K | Hold |
450
| – | – | 0.03% | 120 |
|
2018
Q3 | $58K | Buy |
+450
| New | +$58K | 0.03% | 123 |
|
2018
Q2 | – | Sell |
-450
| Closed | -$49K | – | 141 |
|
2018
Q1 | $49K | Hold |
450
| – | – | 0.03% | 116 |
|
2017
Q4 | $53K | Hold |
450
| – | – | 0.03% | 116 |
|
2017
Q3 | $64K | Hold |
450
| – | – | 0.04% | 119 |
|
2017
Q2 | $67K | Hold |
450
| – | – | 0.04% | 112 |
|
2017
Q1 | $56.8K | Hold |
450
| – | – | 0.04% | 113 |
|
2016
Q4 | $51K | Hold |
450
| – | – | 0.03% | 118 |
|
2016
Q3 | $52.5K | Hold |
450
| – | – | 0.04% | 113 |
|
2016
Q2 | $47.8K | Sell |
450
-300
| -40% | -$31.9K | 0.03% | 121 |
|
2016
Q1 | $80.9K | Sell |
750
-150
| -17% | -$16.2K | 0.06% | 98 |
|
2015
Q4 | $111K | Buy |
+900
| New | +$111K | 0.07% | 99 |
|