Atria Wealth Solutions’s Ring Energy REI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-15,000
Closed -$29.3K 1992
2023
Q3
$29.3K Sell
15,000
-300
-2% -$585 ﹤0.01% 1824
2023
Q2
$26.2K Sell
15,300
-500
-3% -$855 ﹤0.01% 1828
2023
Q1
$30K Sell
15,800
-3,000
-16% -$5.7K ﹤0.01% 1816
2022
Q4
$46.2K Buy
18,800
+4,500
+31% +$11.1K ﹤0.01% 1746
2022
Q3
$33.2K Hold
14,300
﹤0.01% 1706
2022
Q2
$38K Buy
+14,300
New +$38K ﹤0.01% 1560