Asset Planning Inc’s Expand Energy Corp Class C Warrants EXEEL Stock Holding History

Asset Planning Inc’s Portfolio EXEEL Stock Details EXEEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.45K	Hold
2025 Q2	$1.62K	Sell
2025 Q1	$1.71K	Sell
2024 Q4	$1.64K	Buy