Lee Financial’s Excelerate Energy EE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-309
| Closed | -$4.78K | – | 356 |
|
|
2023
Q4 | $4.78K | Hold |
309
| – | – | ﹤0.01% | 551 |
|
|
2023
Q3 | $5.27K | Buy |
309
+129
| +72% | +$2.2K | ﹤0.01% | 512 |
|
|
2023
Q2 | $3.66K | Hold |
180
| – | – | ﹤0.01% | 552 |
|
|
2023
Q1 | $3.99K | Sell |
180
-900
| -83% | -$19.9K | ﹤0.01% | 566 |
|
|
2022
Q4 | $27.1K | Hold |
1,080
| – | – | ﹤0.01% | 307 |
|
|
2022
Q3 | $25K | Buy |
1,080
+900
| +500% | +$20.8K | ﹤0.01% | 308 |
|
|
2022
Q2 | $4K | Buy |
+180
| New | +$4K | ﹤0.01% | 584 |
|