IWA
EXE
IBEX Wealth Advisors’s Expand Energy Corporation Common Stock EXE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-167,846
| Closed | -$29M | – | 234 |
|
|
2024
Q3 | $29M | Buy |
167,846
+166,505
| +12,416% | +$28.7M | 7.93% | 2 |
|
|
2024
Q2 | $110K | Sell |
1,341
-4,757
| -78% | -$391K | 0.02% | 145 |
|
|
2024
Q1 | $575K | Buy |
+6,098
| New | +$575K | 0.16% | 81 |
|
|
2023
Q4 | – | Sell |
-5,402
| Closed | -$466K | – | 124 |
|
|
2023
Q3 | $466K | Buy |
+5,402
| New | +$466K | 0.12% | 83 |
|
|
2023
Q1 | $436K | Sell |
5,732
-366
| -6% | -$27.8K | 0.11% | 90 |
|
|
2022
Q4 | $575K | Buy |
+6,098
| New | +$575K | 0.13% | 116 |
|