Adell Harriman & Carpenter’s Expand Energy Corporation Common Stock EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,950
| Closed | -$262K | – | 167 |
|
|
2024
Q1 | $262K | Sell |
2,950
-1,800
| -38% | -$160K | 0.02% | 151 |
|
|
2023
Q4 | $365K | Sell |
4,750
-1,800
| -27% | -$138K | 0.03% | 136 |
|
|
2023
Q3 | $565K | Buy |
6,550
+500
| +8% | +$43.1K | 0.06% | 113 |
|
|
2023
Q2 | $507K | Sell |
6,050
-1,600
| -21% | -$134K | 0.05% | 123 |
|
|
2023
Q1 | $582K | Buy |
+7,650
| New | +$582K | 0.06% | 123 |
|