Wetzel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,115
| Closed | -$235K | – | 136 |
|
|
2025
Q1 | $235K | Hold |
2,115
| – | – | 0.12% | 103 |
|
|
2024
Q4 | $211K | Buy |
+2,115
| New | +$211K | 0.1% | 116 |
|
|
2024
Q3 | – | Sell |
-3,115
| Closed | -$277K | – | 920 |
|
|
2024
Q2 | $277K | Hold |
3,115
| – | – | 0.16% | 92 |
|
|
2024
Q1 | $272K | Buy |
3,115
+2,000
| +179% | +$175K | 0.16% | 92 |
|
|
2023
Q4 | $86K | Buy |
+1,115
| New | +$86K | 0.05% | 192 |
|