WWM
Willingdon Wealth Management’s Expedia Group EXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $105K | Sell |
1,871
-5
| -0.3% | -$281 | 0.03% | 131 |
|
|
2019
Q4 | $203K | Hold |
1,876
| – | – | 0.04% | 128 |
|
|
2019
Q3 | $252K | Sell |
1,876
-195
| -9% | -$26.2K | 0.06% | 114 |
|
|
2019
Q2 | $276K | Hold |
2,071
| – | – | 0.06% | 113 |
|
|
2019
Q1 | $246K | Buy |
+2,071
| New | +$246K | 0.06% | 123 |
|
|
2017
Q3 | – | Sell |
-17,765
| Closed | -$2.65M | – | 299 |
|
|
2017
Q2 | $2.65M | Sell |
17,765
-228
| -1% | -$34K | 1.05% | 35 |
|
|
2017
Q1 | $2.27M | Buy |
+17,993
| New | +$2.27M | 0.92% | 43 |
|