Aviso Wealth Management’s Diamondback Energy FANG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,642
Closed -$269K 138
2024
Q4
$269K Sell
1,642
-1,868
-53% -$306K 0.14% 119
2024
Q3
$605K Sell
3,510
-4,200
-54% -$724K 0.33% 80
2024
Q2
$1.54M Buy
7,710
+2,290
+42% +$458K 0.92% 25
2024
Q1
$1.07M Sell
5,420
-4,268
-44% -$846K 0.68% 39
2023
Q4
$1.5M Buy
+9,688
New +$1.5M 1.09% 22