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