Carson Wealth (CWM LLC)’s Expand Energy Corporation Common Stock EXE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
3,107
+480
| +18% | +$56.1K | ﹤0.01% | 1747 |
|
|
2025
Q1 | $292K | Sell |
2,627
-197
| -7% | -$21.9K | ﹤0.01% | 1684 |
|
|
2024
Q4 | $281K | Buy |
2,824
+1,675
| +146% | +$167K | ﹤0.01% | 1629 |
|
|
2024
Q3 | $94K | Buy |
1,149
+214
| +23% | +$17.5K | ﹤0.01% | 2239 |
|
|
2024
Q2 | $77K | Sell |
935
-16
| -2% | -$1.32K | ﹤0.01% | 2167 |
|
|
2024
Q1 | $84K | Sell |
951
-223
| -19% | -$19.7K | ﹤0.01% | 1986 |
|
|
2023
Q4 | $90K | Sell |
1,174
-229
| -16% | -$17.6K | ﹤0.01% | 1824 |
|
|
2023
Q3 | $121K | Sell |
1,403
-994
| -41% | -$85.7K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $201K | Sell |
2,397
-49
| -2% | -$4.11K | ﹤0.01% | 1249 |
|
|
2023
Q1 | $186K | Buy |
2,446
+110
| +5% | +$8.37K | ﹤0.01% | 1223 |
|
|
2022
Q4 | $220K | Buy |
2,336
+1,820
| +353% | +$171K | ﹤0.01% | 1064 |
|
|
2022
Q3 | $49K | Buy |
516
+274
| +113% | +$26K | ﹤0.01% | 1667 |
|
|
2022
Q2 | $20K | Buy |
242
+90
| +59% | +$7.44K | ﹤0.01% | 2127 |
|
|
2022
Q1 | $13K | Buy |
152
+142
| +1,420% | +$12.1K | ﹤0.01% | 2342 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 3387 |
|