CAPTRUST Financial Advisors’s Excelerate Energy EE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-27,431
Closed -$467K 2691
2023
Q3
$467K Buy
27,431
+41
+0.1% +$699 ﹤0.01% 1687
2023
Q2
$557K Buy
+27,390
New +$557K ﹤0.01% 1565