AE Wealth Management’s CIMAREX ENERGY CO XEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,258
| Closed | -$284K | – | 1824 |
|
|
2021
Q3 | $284K | Sell |
3,258
-71
| -2% | -$4.93K | ﹤0.01% | 1379 |
|
|
2021
Q2 | $241K | Sell |
3,329
-4,903
| -60% | -$331K | ﹤0.01% | 1429 |
|
|
2021
Q1 | $489K | Buy |
+8,232
| New | +$439K | ﹤0.01% | 1041 |
|
|
2018
Q4 | – | Sell |
-2,227
| Closed | -$207K | – | 621 |
|
|
2018
Q3 | $207K | Buy |
2,227
+11
| +0.5% | +$1.01K | 0.01% | 555 |
|
|
2018
Q2 | $225K | Hold |
2,216
| – | – | 0.02% | 398 |
|
|
2018
Q1 | $207K | Sell |
2,216
-103
| -4% | -$11K | 0.02% | 407 |
|
|
2017
Q4 | $283K | Buy |
2,319
+153
| +7% | +$17.8K | 0.03% | 327 |
|
|
2017
Q3 | $246K | Buy |
+2,166
| New | +$216K | 0.02% | 342 |
|