Baker Tilly Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,268
| Closed | -$282K | – | 495 |
|
|
2023
Q3 | $282K | Sell |
3,268
-7,910
| -71% | -$682K | 0.05% | 379 |
|
|
2023
Q2 | $935K | Buy |
11,178
+701
| +7% | +$58.7K | 0.1% | 212 |
|
|
2023
Q1 | $797K | Buy |
10,477
+1,633
| +18% | +$124K | 0.09% | 241 |
|
|
2022
Q4 | $835K | Buy |
8,844
+2,200
| +33% | +$208K | 0.1% | 224 |
|
|
2022
Q3 | $626K | Buy |
6,644
+588
| +10% | +$55.4K | 0.09% | 248 |
|
|
2022
Q2 | $491K | Buy |
6,056
+1,622
| +37% | +$132K | 0.06% | 310 |
|
|
2022
Q1 | $386K | Buy |
+4,434
| New | +$386K | 0.04% | 393 |
|