Greatmark Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,948
| Closed | -$1.61M | – | 133 |
|
|
2023
Q4 | $1.61M | Sell |
20,948
-5,370
| -20% | -$413K | 0.25% | 56 |
|
|
2023
Q3 | $2.27M | Buy |
26,318
+880
| +3% | +$75.9K | 0.4% | 52 |
|
|
2023
Q2 | $2.13M | Buy |
25,438
+1,970
| +8% | +$165K | 0.36% | 52 |
|
|
2023
Q1 | $1.78M | Sell |
23,468
-3,702
| -14% | -$282K | 0.32% | 55 |
|
|
2022
Q4 | $2.56M | Buy |
27,170
+1,265
| +5% | +$119K | 0.47% | 47 |
|
|
2022
Q3 | $2.44M | Buy |
25,905
+3,990
| +18% | +$376K | 0.47% | 45 |
|
|
2022
Q2 | $1.78M | Buy |
21,915
+1,615
| +8% | +$131K | 0.34% | 53 |
|
|
2022
Q1 | $1.77M | Buy |
+20,300
| New | +$1.77M | 0.29% | 55 |
|