AWS
EXE

Atria Wealth Solutions’s Expand Energy Corp EXE Stock Holding History

Atria Wealth Solutions’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,800
Closed -$230K – 2112
2024
Q3 		$230K Buy
+2,800
New +$214K ﹤0.01% 1686
2024
Q2 		– Sell
-6,744
Closed -$599K – 2089
2024
Q1 		$599K Buy
6,744
+475
+8% +$38.1K 0.01% 1176
2023
Q4 		$482K Sell
6,269
-2
-0% -$164 0.01% 1234
2023
Q3 		$541K Buy
+6,271
New +$532K 0.01% 1095
2023
Q1 		– Sell
-4,588
Closed -$433K – 1963
2022
Q4 		$433K Buy
4,588
+402
+10% +$39.8K 0.01% 1159
2022
Q3 		$394K Buy
+4,186
New +$393K 0.01% 1153

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KEM
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