Capital Investment Advisory Services’s Expand Energy Corp EXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,153
Closed -$240K 918
2023
Q1
$240K Buy
3,153
+53
+2% +$4.36K 0.03% 414
2022
Q4
$293K Buy
3,100
+200
+7% +$19.8K 0.03% 377
2022
Q3
$273K Sell
2,900
-504
-15% -$47.3K 0.04% 363
2022
Q2
$276K Buy
+3,404
New +$308K 0.03% 375

Other funds holding EXE

Capital Investment Advisory Services's EXE Position: Q2 2023 in Review

Capital Investment Advisory Services sold out of Expand Energy Corp (EXE) in Q2 2023, closing a stake of 3,153 shares — an estimated $240K sold.

Capital Investment Advisory Services first reported a position in EXE in Q2 2022 and held it in 4 quarters. The position peaked at $293K in Q4 2022. 457 funds tracked by Wall St. Rank hold EXE as of Q2 2023.

  • Capital Investment Advisory Services reported no remaining Expand Energy Corp position as of Q2 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 3,153 Expand Energy Corp shares in Q2 2023, an estimated $240K.
  • Capital Investment Advisory Services first reported a position in Expand Energy Corp in Q2 2022 and held it in 4 quarters.
  • Capital Investment Advisory Services's Expand Energy Corp position peaked at $293K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2023.

Based on Capital Investment Advisory Services's 13F filing for Q2 2023, filed 28 Jul 2023.