Carson Wealth (CWM LLC)’s Earthstone Energy Inc. Class A Common Stock ESTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-195
| Closed | -$4K | – | 4665 |
|
|
2023
Q3 | $4K | Buy |
195
+10
| +5% | +$205 | ﹤0.01% | 3619 |
|
|
2023
Q2 | $3K | Sell |
185
-40
| -18% | -$649 | ﹤0.01% | 3728 |
|
|
2023
Q1 | $3K | Sell |
225
-22
| -9% | -$293 | ﹤0.01% | 3594 |
|
|
2022
Q4 | $4K | Buy |
247
+26
| +12% | +$421 | ﹤0.01% | 3359 |
|
|
2022
Q3 | $3K | Buy |
+221
| New | +$3K | ﹤0.01% | 3391 |
|