SFMG Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-72,310
| Closed | -$5.5M | – | 271 |
|
|
2023
Q1 | $5.5M | Hold |
72,310
| – | – | 0.59% | 23 |
|
|
2022
Q4 | $6.82M | Sell |
72,310
-3,992
| -5% | -$377K | 0.76% | 19 |
|
|
2022
Q3 | $7.59M | Hold |
76,302
| – | – | 0.89% | 16 |
|
|
2022
Q2 | $6.19M | Hold |
76,302
| – | – | 0.72% | 19 |
|
|
2022
Q1 | $6.64M | Buy |
+76,302
| New | +$6.64M | 0.66% | 19 |
|