WR Wealth Planners’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $66.7K | Buy |
358
+18
| +5% | +$3.35K | 0.02% | 288 |
|
|
2024
Q3 | $50.3K | Buy |
340
+26
| +8% | +$3.85K | 0.01% | 339 |
|
|
2024
Q2 | $39.6K | Buy |
314
+34
| +12% | +$4.28K | 0.01% | 353 |
|
|
2024
Q1 | $38.6K | Buy |
+280
| New | +$38.6K | 0.01% | 368 |
|
|
2023
Q4 | – | Sell |
-533
| Closed | -$54.9K | – | 407 |
|
|
2023
Q3 | $54.9K | Hold |
533
| – | – | 0.02% | 307 |
|
|
2023
Q2 | $58.3K | Buy |
533
+337
| +172% | +$36.9K | 0.02% | 300 |
|
|
2023
Q1 | $19K | Buy |
+196
| New | +$19K | 0.01% | 441 |
|