Avidian Wealth Enterprises’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-70,000
| Closed | -$354K | – | 508 |
|
2021
Q4 | $354K | Hold |
70,000
| – | – | 0.02% | 362 |
|
2021
Q3 | $398K | Hold |
70,000
| – | – | 0.03% | 247 |
|
2021
Q2 | $347K | Hold |
70,000
| – | – | 0.03% | 280 |
|
2021
Q1 | $237K | Hold |
70,000
| – | – | 0.02% | 317 |
|
2020
Q4 | $200K | Buy |
+70,000
| New | +$200K | 0.02% | 301 |
|
2020
Q3 | – | Sell |
-69,958
| Closed | -$196K | – | 279 |
|
2020
Q2 | $196K | Hold |
69,958
| – | – | 0.03% | 238 |
|
2020
Q1 | $183K | Hold |
69,958
| – | – | 0.03% | 195 |
|
2019
Q4 | $383K | Hold |
69,958
| – | – | 0.05% | 148 |
|
2019
Q3 | $409K | Hold |
69,958
| – | – | 0.07% | 115 |
|
2019
Q2 | $500K | Hold |
69,958
| – | – | 0.12% | 71 |
|
2019
Q1 | $472K | Buy |
+69,958
| New | +$472K | 0.1% | 71 |
|
2018
Q3 | – | Sell |
-20,000
| Closed | -$197K | – | 110 |
|
2018
Q2 | $197K | Sell |
20,000
-177,895
| -90% | -$1.75M | 0.06% | 96 |
|
2018
Q1 | $1.59M | Sell |
197,895
-10,000
| -5% | -$80.5K | 0.53% | 18 |
|
2017
Q4 | $1.42K | Hold |
207,895
| – | – | 0.38% | 22 |
|
2017
Q3 | $1.5M | Sell |
207,895
-7,000
| -3% | -$50.4K | 0.57% | 17 |
|
2017
Q2 | $1.74M | Sell |
214,895
-6,000
| -3% | -$48.6K | 0.72% | 14 |
|
2017
Q1 | $1.77M | Buy |
+220,895
| New | +$1.77M | 0.68% | 16 |
|