Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Sell |
29,632
-4,098
| -12% | -$479K | 0.03% | 444 |
|
|
2025
Q1 | $3.75M | Sell |
33,730
-3,878
| -10% | -$432K | 0.04% | 383 |
|
|
2024
Q4 | $3.74M | Sell |
37,608
-3,195
| -8% | -$318K | 0.04% | 357 |
|
|
2024
Q3 | $3.36M | Buy |
40,803
+11,343
| +39% | +$933K | 0.04% | 384 |
|
|
2024
Q2 | $2.42M | Buy |
29,460
+2,616
| +10% | +$215K | 0.03% | 454 |
|
|
2024
Q1 | $2.38M | Buy |
+26,844
| New | +$2.38M | 0.03% | 461 |
|