WFG Advisors’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $35K | Buy |
234
+97
| +71% | +$14.5K | 0.01% | 793 |
|
|
2017
Q1 | $17K | Sell |
137
-66
| -33% | -$8.19K | ﹤0.01% | 920 |
|
|
2016
Q4 | $23K | Hold |
203
| – | – | 0.01% | 898 |
|
|
2016
Q3 | $24K | Sell |
203
-55
| -21% | -$6.5K | 0.01% | 901 |
|
|
2016
Q2 | $27K | Sell |
258
-460
| -64% | -$48.1K | 0.01% | 847 |
|
|
2016
Q1 | $77K | Buy |
718
+581
| +424% | +$62.3K | 0.02% | 544 |
|
|
2015
Q4 | $17K | Hold |
137
| – | – | 0.01% | 930 |
|
|
2015
Q3 | $16K | Hold |
137
| – | – | 0.01% | 959 |
|
|
2015
Q2 | $15K | Hold |
137
| – | – | ﹤0.01% | 1060 |
|
|
2015
Q1 | $13K | Sell |
137
-364
| -73% | -$34.5K | ﹤0.01% | 1119 |
|
|
2014
Q4 | $43K | Buy |
501
+21
| +4% | +$1.8K | 0.01% | 932 |
|
|
2014
Q3 | $42K | Hold |
480
| – | – | 0.01% | 990 |
|
|
2014
Q2 | $38K | Buy |
480
+21
| +5% | +$1.66K | 0.01% | 1020 |
|
|
2014
Q1 | $33K | Buy |
459
+272
| +145% | +$19.6K | 0.01% | 1058 |
|
|
2013
Q4 | $13K | Buy |
187
+50
| +36% | +$3.48K | ﹤0.01% | 1495 |
|
|
2013
Q3 | $7K | Hold |
137
| – | – | ﹤0.01% | 1631 |
|
|
2013
Q2 | $8K | Buy |
+137
| New | +$8K | ﹤0.01% | 1528 |
|