West Family Investments’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,930
| Closed | -$235K | – | 258 |
|
|
2024
Q1 | $235K | Buy |
+1,930
| New | +$235K | 0.07% | 227 |
|
|
2023
Q3 | – | Sell |
-1,793
| Closed | -$217K | – | 236 |
|
|
2023
Q2 | $217K | Buy |
+1,793
| New | +$217K | 0.08% | 207 |
|
|
2022
Q3 | – | Sell |
-4,648
| Closed | -$453K | – | 229 |
|
|
2022
Q2 | $453K | Buy |
+4,648
| New | +$453K | 0.18% | 100 |
|
|
2022
Q1 | – | Sell |
-3,013
| Closed | -$405K | – | 310 |
|
|
2021
Q4 | $405K | Sell |
3,013
-994
| -25% | -$134K | 0.11% | 157 |
|
|
2021
Q3 | $477K | Buy |
4,007
+1,380
| +53% | +$164K | 0.12% | 140 |
|
|
2021
Q2 | $333K | Buy |
+2,627
| New | +$333K | 0.09% | 205 |
|