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Aptus Capital Advisors’s Evolution Petroleum EPM Stock Holding History

Aptus Capital Advisors’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-170,258
Closed -$575K – 575
2021
Q1 		$575K Buy
170,258
+85,915
+102% +$296K 0.02% 261
2020
Q4 		$240K Buy
+84,343
New +$214K 0.01% 288
2020
Q1 		– Sell
-65,736
Closed -$360K – 441
2019
Q4 		$360K Buy
65,736
+10,816
+20% +$59.5K 0.03% 292
2019
Q3 		$321K Sell
54,920
-14,144
-20% -$86.4K 0.02% 317
2019
Q2 		$493K Buy
69,064
+10,816
+19% +$73K 0.07% 235
2019
Q1 		$393K Buy
58,248
+24,960
+75% +$182K 0.07% 232
2018
Q4 		$227K Buy
+33,288
New +$312K 0.06% 145

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NSIM
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