Axxcess Wealth Management’s Expand Energy Corporation Common Stock EXE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,200
| Closed | -$551K | – | 964 |
|
|
2024
Q1 | $551K | Hold |
6,200
| – | – | 0.02% | 515 |
|
|
2023
Q4 | $477K | Buy |
6,200
+3,636
| +142% | +$280K | 0.01% | 523 |
|
|
2023
Q3 | $221K | Sell |
2,564
-109
| -4% | -$9.4K | 0.01% | 702 |
|
|
2023
Q2 | $224K | Sell |
2,673
-35
| -1% | -$2.93K | 0.02% | 527 |
|
|
2023
Q1 | $206K | Buy |
2,708
+23
| +0.9% | +$1.75K | 0.02% | 583 |
|
|
2022
Q4 | $253K | Buy |
+2,685
| New | +$253K | 0.02% | 492 |
|