Barton Investment Management’s PENN VIRGINIA CORP PVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-191,295
| Closed | -$9K | – | 46 |
|
|
2016
Q2 | $9K | Hold |
191,295
| – | – | ﹤0.01% | 45 |
|
|
2016
Q1 | $29K | Sell |
191,295
-1,000
| -0.5% | -$152 | 0.01% | 53 |
|
|
2015
Q4 | $58K | Buy |
192,295
+68,081
| +55% | +$20.5K | 0.02% | 62 |
|
|
2015
Q3 | $65K | Hold |
124,214
| – | – | 0.02% | 45 |
|
|
2015
Q2 | $544K | Hold |
124,214
| – | – | 0.19% | 33 |
|
|
2015
Q1 | $805K | Buy |
124,214
+4,491
| +4% | +$29.1K | 0.3% | 27 |
|
|
2014
Q4 | $800K | Buy |
119,723
+2,360
| +2% | +$15.8K | 0.31% | 27 |
|
|
2014
Q3 | $1.49M | Buy |
117,363
+1,769
| +2% | +$22.5K | 0.57% | 18 |
|
|
2014
Q2 | $1.96M | Buy |
115,594
+9,026
| +8% | +$153K | 0.77% | 17 |
|
|
2014
Q1 | $1.86M | Buy |
106,568
+4,135
| +4% | +$72.3K | 0.76% | 18 |
|
|
2013
Q4 | $966K | Buy |
102,433
+27,014
| +36% | +$255K | 0.39% | 23 |
|
|
2013
Q3 | $502K | Hold |
75,419
| – | – | 0.23% | 33 |
|
|
2013
Q2 | $354K | Buy |
+75,419
| New | +$354K | 0.18% | 41 |
|