B. Riley Wealth Advisors’s PDC Energy, Inc. PDCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-9,111
| Closed | -$578K | – | 1634 |
|
2022
Q4 | $578K | Sell |
9,111
-575
| -6% | -$36.5K | 0.02% | 735 |
|
2022
Q3 | $561K | Sell |
9,686
-966
| -9% | -$55.9K | 0.02% | 707 |
|
2022
Q2 | $658K | Buy |
10,652
+1,394
| +15% | +$86.1K | 0.03% | 557 |
|
2022
Q1 | $674K | Sell |
9,258
-248
| -3% | -$18.1K | 0.02% | 603 |
|
2021
Q4 | $464K | Buy |
9,506
+83
| +0.9% | +$4.05K | 0.01% | 854 |
|
2021
Q3 | $447K | Sell |
9,423
-897
| -9% | -$42.6K | 0.01% | 831 |
|
2021
Q2 | $473K | Buy |
10,320
+3,506
| +51% | +$161K | 0.02% | 795 |
|
2021
Q1 | $235K | Buy |
+6,814
| New | +$235K | 0.01% | 1117 |
|
2016
Q1 | – | Sell |
-4,020
| Closed | -$215K | – | 622 |
|
2015
Q4 | $215K | Buy |
+4,020
| New | +$215K | 0.04% | 469 |
|
2015
Q1 | – | Sell |
-200
| Closed | -$8 | – | 2115 |
|
2014
Q4 | $8 | Buy |
+200
| New | +$8 | ﹤0.01% | 2988 |
|
2014
Q3 | – | Sell |
-300
| Closed | -$18.9K | – | 2002 |
|
2014
Q2 | $18.9K | Buy |
+300
| New | +$18.9K | ﹤0.01% | 1490 |
|