Novak & Powell Financial Services, Inc.
Holdings in CXE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $139,260 | 37,638 | Shares | Sole | 2026-02-10 |
| 2025-06-30 | $130,813 | 36,540 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $132,902 | 36,017 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $130,853 | 35,558 | Shares | Sole | 2025-02-18 |
| 2024-09-30 | $140,779 | 35,107 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $128,640 | 34,674 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $124,298 | 34,242 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $120,135 | 33,841 | Shares | Sole | 2024-02-21 |