WR Wealth Planners’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 | $332 | Buy |
+3
| New | +$332 | ﹤0.01% | 1035 |
|
|
2024
Q3 | – | Sell |
-20
| Closed | -$2.5K | – | 1161 |
|
|
2024
Q2 | $2.5K | Sell |
20
-39
| -66% | -$4.87K | ﹤0.01% | 841 |
|
|
2024
Q1 | $7.17K | Buy |
+59
| New | +$7.17K | ﹤0.01% | 658 |
|
|
2023
Q4 | – | Sell |
-40
| Closed | -$4.59K | – | 406 |
|
|
2023
Q3 | $4.59K | Hold |
40
| – | – | ﹤0.01% | 688 |
|
|
2023
Q2 | $4.85K | Hold |
40
| – | – | ﹤0.01% | 684 |
|
|
2023
Q1 | $4.41K | Buy |
+40
| New | +$4.41K | ﹤0.01% | 697 |
|