Wolverine Trading’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1612 |
|
|
2025
Q1 | – | Sell |
-19,552
| Closed | -$68K | – | 1682 |
|
|
2024
Q4 | $68K | Buy |
+19,552
| New | +$68K | ﹤0.01% | 1385 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1639 |
|
|
2024
Q2 | – | Sell |
-24,758
| Closed | -$45.6K | – | 1566 |
|
|
2024
Q1 | $45.6K | Buy |
24,758
+1,964
| +9% | +$3.61K | ﹤0.01% | 1110 |
|
|
2023
Q4 | $56.3K | Sell |
22,794
-17,185
| -43% | -$42.4K | ﹤0.01% | 1177 |
|
|
2023
Q3 | $130K | Buy |
+39,979
| New | +$130K | ﹤0.01% | 976 |
|