Ulland Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,912
| Closed | -$1.69M | – | 263 |
|
|
2023
Q4 | $1.69M | Sell |
21,912
-11,371
| -34% | -$875K | 1.7% | 16 |
|
|
2023
Q3 | $2.87M | Sell |
33,283
-1,568
| -4% | -$135K | 3.15% | 11 |
|
|
2023
Q2 | $2.92M | Sell |
34,851
-1,927
| -5% | -$161K | 2.99% | 13 |
|
|
2023
Q1 | $2.8M | Sell |
36,778
-1,820
| -5% | -$138K | 3.29% | 10 |
|
|
2022
Q4 | $3.64M | Buy |
38,598
+3,351
| +10% | +$316K | 4.35% | 6 |
|
|
2022
Q3 | $3.32M | Buy |
35,247
+19,659
| +126% | +$1.85M | 3.63% | 7 |
|
|
2022
Q2 | $1.26M | Buy |
+15,588
| New | +$1.26M | 1.29% | 25 |
|