Capital Impact Advisors’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 |
-5,200
| Closed | -$448K | – | 123 |
|
|
2023
Q3 | $448K | Sell |
5,200
-3,027
| -37% | -$261K | 0.75% | 64 |
|
|
2023
Q2 | $688K | Buy |
8,227
+898
| +12% | +$75.1K | 0.76% | 46 |
|
|
2023
Q1 | $557K | Buy |
7,329
+743
| +11% | +$56.5K | 0.68% | 59 |
|
|
2022
Q4 | $622K | Buy |
6,586
+2,224
| +51% | +$210K | 0.61% | 57 |
|
|
2022
Q3 | $436K | Buy |
4,362
+1,998
| +85% | +$200K | 0.43% | 94 |
|
|
2022
Q2 | $192K | Sell |
2,364
-2,131
| -47% | -$173K | 0.18% | 201 |
|
|
2022
Q1 | $391K | Buy |
+4,495
| New | +$391K | 0.28% | 157 |
|