Steward Values Enhanced Small-Mid Cap Fund EXE Holdings History
Steward Values Enhanced Small-Mid Cap Fund's Expand Energy Corp Holding Summary
As of 2025-04-30, Steward Values Enhanced Small-Mid Cap Fund held 1.00 shares of Expand Energy Corp(EXE), totaling $100.00. This investment constitutes 0% of their stock portfolio, and Steward Values Enhanced Small-Mid Cap Fund now holds 0% of the outstanding Expand Energy Corp(EXE) stock.
The initial trade took place in 2023Q4. And since then Steward Values Enhanced Small-Mid Cap Fund has made 2 purchases of EXE, at an average price of $81.78, for a total of 12,037.00 shares. In addition, there have been 4 sales at an average price of $103.34 for 12,036.00 shares. Based on historical transaction data and EXE's current price of $108.64, Steward Values Enhanced Small-Mid Cap Fund's estimated gain on his EXE holdings is $259,418.76, reflecting a 26.35% gain to date.
Steward Values Enhanced Small-Mid Cap Fund EXE ($108.64) Holding Chart
Steward Values Enhanced Small-Mid Cap Fund EXE ($108.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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