Avior Wealth Management’s Excelerate Energy EE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-97
| Closed | -$1.56K | – | 2692 |
|
2024
Q1 | $1.56K | Buy |
97
+4
| +4% | +$64 | ﹤0.01% | 2320 |
|
2023
Q4 | $1.45K | Hold |
93
| – | – | ﹤0.01% | 1341 |
|
2023
Q3 | $1.59K | Hold |
93
| – | – | ﹤0.01% | 1403 |
|
2023
Q2 | $1.9K | Hold |
93
| – | – | ﹤0.01% | 1357 |
|
2023
Q1 | $2.06K | Hold |
93
| – | – | ﹤0.01% | 1388 |
|
2022
Q4 | $2.33K | Buy |
+93
| New | +$2.33K | ﹤0.01% | 1037 |
|