Atria Wealth Solutions’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
Q4 | – | Sell |
-2,800
| Closed | -$230K | – | 2080 |
|
|
2024
Q3 | $230K | Buy |
+2,800
| New | +$230K | ﹤0.01% | 1670 |
|
|
2024
Q2 | – | Sell |
-6,744
| Closed | -$599K | – | 2063 |
|
|
2024
Q1 | $599K | Buy |
6,744
+475
| +8% | +$42.2K | 0.01% | 1171 |
|
|
2023
Q4 | $482K | Sell |
6,269
-2
| -0% | -$154 | 0.01% | 1224 |
|
|
2023
Q3 | $541K | Buy |
+6,271
| New | +$541K | 0.01% | 1090 |
|
|
2023
Q1 | – | Sell |
-4,588
| Closed | -$433K | – | 1949 |
|
|
2022
Q4 | $433K | Buy |
4,588
+402
| +10% | +$37.9K | 0.01% | 1152 |
|
|
2022
Q3 | $394K | Buy |
+4,186
| New | +$394K | 0.01% | 1146 |
|