Arete Wealth Advisors’s Crescent Energy CRGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,000
| Closed | -$119K | – | 736 |
|
|
2024
Q2 | $119K | Buy |
+10,000
| New | +$119K | 0.01% | 684 |
|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$132K | – | 446 |
|
|
2023
Q4 | $132K | Hold |
10,000
| – | – | 0.01% | 700 |
|
|
2023
Q3 | $126K | Hold |
10,000
| – | – | 0.02% | 461 |
|
|
2023
Q2 | $104K | Hold |
10,000
| – | – | 0.01% | 629 |
|
|
2023
Q1 | $113K | Buy |
+10,000
| New | +$113K | 0.01% | 603 |
|
|
2022
Q4 | – | Sell |
-10,035
| Closed | -$135K | – | 646 |
|
|
2022
Q3 | $135K | Buy |
+10,035
| New | +$135K | 0.01% | 532 |
|