Dakota Wealth Management’s Expand Energy Corporation Common Stock EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,375
| Closed | -$885K | – | 645 |
|
|
2022
Q4 | $885K | Buy |
9,375
+350
| +4% | +$33K | 0.06% | 235 |
|
|
2022
Q3 | $850K | Buy |
9,025
+5,640
| +167% | +$531K | 0.07% | 231 |
|
|
2022
Q2 | $275K | Sell |
3,385
-165
| -5% | -$13.4K | 0.03% | 384 |
|
|
2022
Q1 | $309K | Hold |
3,550
| – | – | 0.03% | 358 |
|
|
2021
Q4 | $229K | Buy |
+3,550
| New | +$229K | 0.02% | 337 |
|