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. 456 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.
  • 456 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.