AE Wealth Management’s CIMAREX ENERGY CO XEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-3,258
| Closed | -$284K | – | 1800 |
|
2021
Q3 | $284K | Sell |
3,258
-71
| -2% | -$6.19K | ﹤0.01% | 1375 |
|
2021
Q2 | $241K | Sell |
3,329
-4,903
| -60% | -$355K | ﹤0.01% | 1426 |
|
2021
Q1 | $489K | Buy |
+8,232
| New | +$489K | ﹤0.01% | 1038 |
|
2018
Q4 | – | Sell |
-2,227
| Closed | -$207K | – | 610 |
|
2018
Q3 | $207K | Buy |
2,227
+11
| +0.5% | +$1.02K | 0.01% | 555 |
|
2018
Q2 | $225K | Hold |
2,216
| – | – | 0.02% | 398 |
|
2018
Q1 | $207K | Sell |
2,216
-103
| -4% | -$9.62K | 0.02% | 407 |
|
2017
Q4 | $283K | Buy |
2,319
+153
| +7% | +$18.7K | 0.03% | 327 |
|
2017
Q3 | $246K | Buy |
+2,166
| New | +$246K | 0.02% | 342 |
|