SVB Wealth’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 |
-4,838
| Closed | -$368K | – | 1020 |
|
|
2023
Q1 | $368K | Buy |
4,838
+78
| +2% | +$5.93K | 0.01% | 645 |
|
|
2022
Q4 | $449K | Buy |
4,760
+708
| +17% | +$66.8K | 0.01% | 587 |
|
|
2022
Q3 | $382K | Buy |
4,052
+915
| +29% | +$86.3K | 0.01% | 597 |
|
|
2022
Q2 | $254K | Buy |
3,137
+261
| +9% | +$21.1K | ﹤0.01% | 613 |
|
|
2022
Q1 | $250K | Buy |
+2,876
| New | +$250K | ﹤0.01% | 631 |
|