Kelly Financial Services’s Excelerate Energy EE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-55
| Closed | -$1.01K | – | 282 |
|
2024
Q2 | $1.01K | Hold |
55
| – | – | ﹤0.01% | 652 |
|
2024
Q1 | $881 | Hold |
55
| – | – | ﹤0.01% | 675 |
|
2023
Q4 | $850 | Hold |
55
| – | – | ﹤0.01% | 665 |
|
2023
Q3 | $937 | Hold |
55
| – | – | ﹤0.01% | 629 |
|
2023
Q2 | $1.12K | Hold |
55
| – | – | ﹤0.01% | 596 |
|
2023
Q1 | $1.22K | Hold |
55
| – | – | ﹤0.01% | 571 |
|
2022
Q4 | $1.38K | Hold |
55
| – | – | ﹤0.01% | 534 |
|
2022
Q3 | $1.29K | Hold |
55
| – | – | ﹤0.01% | 550 |
|
2022
Q2 | $1.1K | Buy |
+55
| New | +$1.1K | ﹤0.01% | 549 |
|