Wintrust 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
Q4 | – | Sell |
-200
| Closed | -$26K | – | 453 |
|
|
2024
Q3 | $26K | Sell |
200
-1,843
| -90% | -$240K | 0.02% | 432 |
|
|
2024
Q2 | $255K | Hold |
2,043
| – | – | 0.02% | 409 |
|
|
2024
Q1 | $248K | Sell |
2,043
-26
| -1% | -$3.16K | 0.02% | 410 |
|
|
2023
Q4 | $263K | Hold |
2,069
| – | – | 0.03% | 373 |
|
|
2023
Q3 | $237K | Buy |
2,069
+13
| +0.6% | +$1.49K | 0.02% | 360 |
|
|
2023
Q2 | $249K | Sell |
2,056
-399
| -16% | -$48.3K | 0.03% | 368 |
|
|
2023
Q1 | $270K | Hold |
2,455
| – | – | 0.03% | 287 |
|
|
2022
Q4 | $255K | Hold |
2,455
| – | – | 0.03% | 310 |
|
|
2022
Q3 | $217K | Buy |
2,455
+13
| +0.5% | +$1.15K | 0.03% | 368 |
|
|
2022
Q2 | $238K | Buy |
+2,442
| New | +$238K | 0.03% | 339 |
|
|
2021
Q4 | – | Sell |
-1,692
| Closed | -$202K | – | 424 |
|
|
2021
Q3 | $202K | Hold |
1,692
| – | – | 0.03% | 264 |
|
|
2021
Q2 | $214K | Buy |
+1,692
| New | +$214K | 0.02% | 398 |
|
|
2019
Q3 | – | Sell |
-2,650
| Closed | -$201K | – | 364 |
|
|
2019
Q2 | $201K | Sell |
2,650
-600
| -18% | -$45.5K | 0.03% | 353 |
|
|
2019
Q1 | $247K | Sell |
3,250
-600
| -16% | -$45.6K | 0.04% | 299 |
|
|
2018
Q4 | $262K | Sell |
3,850
-400
| -9% | -$27.2K | 0.05% | 277 |
|
|
2018
Q3 | $313K | Buy |
4,250
+150
| +4% | +$11K | 0.05% | 281 |
|
|
2018
Q2 | $300K | Sell |
4,100
-65
| -2% | -$4.76K | 0.05% | 280 |
|
|
2018
Q1 | $264K | Sell |
4,165
-35
| -0.8% | -$2.22K | 0.07% | 210 |
|
|
2017
Q4 | $272K | Sell |
4,200
-200
| -5% | -$13K | 0.06% | 238 |
|
|
2017
Q3 | $263K | Buy |
+4,400
| New | +$263K | 0.07% | 237 |
|