WWM
Willingdon Wealth Management’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $5.51M | Buy |
82,587
+82,563
| +344,013% | +$5.51M | 1.39% | 27 |
|
|
2019
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 320 |
|
|
2019
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 342 |
|
|
2019
Q1 | – | Sell |
-362
| Closed | -$25K | – | 365 |
|
|
2018
Q4 | $25K | Buy |
362
+94
| +35% | +$6.49K | 0.01% | 219 |
|
|
2018
Q3 | $20K | Buy |
268
+62
| +30% | +$4.63K | 0.01% | 261 |
|
|
2018
Q2 | $15K | Buy |
206
+116
| +129% | +$8.45K | ﹤0.01% | 248 |
|
|
2018
Q1 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 297 |
|