LPL Financial’s Excelerate Energy EE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29,174
| Closed | -$497K | – | 4751 |
|
|
2023
Q3 | $497K | Sell |
29,174
-2,274
| -7% | -$38.7K | ﹤0.01% | 3459 |
|
|
2023
Q2 | $639K | Sell |
31,448
-1,588
| -5% | -$32.3K | ﹤0.01% | 3200 |
|
|
2023
Q1 | $731K | Sell |
33,036
-544
| -2% | -$12K | ﹤0.01% | 3000 |
|
|
2022
Q4 | $841K | Sell |
33,580
-4,831
| -13% | -$121K | ﹤0.01% | 2766 |
|
|
2022
Q3 | $899K | Sell |
38,411
-7,033
| -15% | -$165K | ﹤0.01% | 2626 |
|
|
2022
Q2 | $905K | Buy |
+45,444
| New | +$905K | ﹤0.01% | 2638 |
|