Buckingham Strategic Wealth’s Ring Energy REI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $21.8K | Sell |
12,904
-2,405
| -16% | -$4.06K | ﹤0.01% | 762 |
|
|
2024
Q1 | $30K | Buy |
+15,309
| New | +$30K | ﹤0.01% | 751 |
|
|
2023
Q4 | – | Sell |
-23,650
| Closed | -$46.1K | – | 740 |
|
|
2023
Q3 | $46.1K | Buy |
23,650
+197
| +0.8% | +$384 | ﹤0.01% | 676 |
|
|
2023
Q2 | $40.1K | Buy |
+23,453
| New | +$40.1K | ﹤0.01% | 683 |
|
|
2022
Q4 | – | Sell |
-13,371
| Closed | -$31K | – | 649 |
|
|
2022
Q3 | $31K | Buy |
+13,371
| New | +$31K | ﹤0.01% | 594 |
|