Carson Wealth (CWM LLC)’s Excelerate Energy EE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
350
+60
| +21% | +$1.71K | ﹤0.01% | 4280 |
|
|
2025
Q1 | $8K | Buy |
290
+53
| +22% | +$1.46K | ﹤0.01% | 4201 |
|
|
2024
Q4 | $7K | Buy |
237
+104
| +78% | +$3.07K | ﹤0.01% | 4035 |
|
|
2024
Q3 | $3K | Buy |
133
+89
| +202% | +$2.01K | ﹤0.01% | 4260 |
|
|
2024
Q2 | $1K | Buy |
44
+35
| +389% | +$795 | ﹤0.01% | 4363 |
|
|
2024
Q1 | $0 | Buy |
9
+1
| +13% | – | ﹤0.01% | 4410 |
|
|
2023
Q4 | $0 | Buy |
8
+7
| +700% | – | ﹤0.01% | 4220 |
|
|
2023
Q3 | $0 | Sell |
1
-46
| -98% | – | ﹤0.01% | 4247 |
|
|
2023
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 3938 |
|
|
2023
Q1 | $1K | Hold |
47
| – | – | ﹤0.01% | 3804 |
|
|
2022
Q4 | $1K | Sell |
47
-3,287
| -99% | -$69.9K | ﹤0.01% | 3723 |
|
|
2022
Q3 | $78K | Buy |
3,334
+3,324
| +33,240% | +$77.8K | ﹤0.01% | 1447 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3841 |
|