Woodline Partners’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-149,466
| Closed | -$369K | – | 567 |
|
|
2023
Q4 | $369K | Buy |
149,466
+32,423
| +28% | +$80.1K | ﹤0.01% | 437 |
|
|
2023
Q3 | $380K | Sell |
117,043
-1,259
| -1% | -$4.09K | ﹤0.01% | 519 |
|
|
2023
Q2 | $944K | Sell |
118,302
-9,987
| -8% | -$79.7K | 0.01% | 485 |
|
|
2023
Q1 | $1.05M | Buy |
128,289
+379
| +0.3% | +$3.09K | 0.01% | 470 |
|
|
2022
Q4 | $1.13M | Sell |
127,910
-9,988
| -7% | -$88.2K | 0.02% | 535 |
|
|
2022
Q3 | $2.05M | Buy |
137,898
+4,096
| +3% | +$61K | 0.03% | 449 |
|
|
2022
Q2 | $2.38M | Buy |
133,802
+15,806
| +13% | +$281K | 0.04% | 402 |
|
|
2022
Q1 | $2.07M | Hold |
117,996
| – | – | 0.03% | 373 |
|
|
2021
Q4 | $5.19M | Buy |
+117,996
| New | +$5.19M | 0.07% | 276 |
|