EverSource Wealth Advisors’s Excelerate Energy EE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67K | Sell |
57
-19
| -25% | -$557 | ﹤0.01% | 3551 |
|
|
2025
Q1 | $2.18K | Buy |
76
+25
| +49% | +$717 | ﹤0.01% | 2883 |
|
|
2024
Q4 | $1.54K | Buy |
51
+18
| +55% | +$545 | ﹤0.01% | 2816 |
|
|
2024
Q3 | $726 | Hold |
33
| – | – | ﹤0.01% | 2785 |
|
|
2024
Q2 | $664 | Hold |
33
| – | – | ﹤0.01% | 2825 |
|
|
2024
Q1 | $556 | Hold |
33
| – | – | ﹤0.01% | 2692 |
|
|
2023
Q4 | $510 | Buy |
+33
| New | +$510 | ﹤0.01% | 2520 |
|
|
2023
Q2 | – | Sell |
-273
| Closed | -$6.04K | – | 2523 |
|
|
2023
Q1 | $6.04K | Buy |
+273
| New | +$6.04K | ﹤0.01% | 1574 |
|