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Axxcess Wealth Management’s United States Natural Gas Fund UNG Stock Holding History

Axxcess Wealth Management’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,062
Closed -$150K – 843
2023
Q2 		$150K Buy
+5,062
New +$137K 0.01% 563

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Axxcess Wealth Management's UNG Position: Q3 2023 in Review

Axxcess Wealth Management sold out of United States Natural Gas Fund (UNG) in Q3 2023, closing a stake of 5,062 shares — an estimated $150K sold.

Axxcess Wealth Management first reported a position in UNG in Q2 2023 and held it in 1 quarter. The position peaked at $150K in Q2 2023. 162 funds tracked by Wall St. Rank hold UNG as of Q3 2023.

  • Axxcess Wealth Management reported no remaining United States Natural Gas Fund position as of Q3 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,062 United States Natural Gas Fund shares in Q3 2023, an estimated $150K.
  • Axxcess Wealth Management first reported a position in United States Natural Gas Fund in Q2 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's United States Natural Gas Fund position peaked at $150K in Q2 2023.
  • 162 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q3 2023.

Based on Axxcess Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.