Carson Wealth (CWM LLC)’s PDC Energy, Inc. PDCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-862
| Closed | -$61K | – | 4650 |
|
|
2023
Q2 | $61K | Sell |
862
-127
| -13% | -$8.99K | ﹤0.01% | 1848 |
|
|
2023
Q1 | $63K | Sell |
989
-18
| -2% | -$1.15K | ﹤0.01% | 1746 |
|
|
2022
Q4 | $64K | Buy |
1,007
+255
| +34% | +$16.2K | ﹤0.01% | 1603 |
|
|
2022
Q3 | $43K | Hold |
752
| – | – | ﹤0.01% | 1739 |
|
|
2022
Q2 | $46K | Buy |
752
+47
| +7% | +$2.88K | ﹤0.01% | 1670 |
|
|
2022
Q1 | $51K | Buy |
705
+386
| +121% | +$27.9K | ﹤0.01% | 1605 |
|
|
2021
Q4 | $16K | Buy |
+319
| New | +$16K | ﹤0.01% | 2122 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2376 |
|
|
2021
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2376 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 2376 |
|
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2376 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2376 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2376 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 2376 |
|
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2376 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2376 |
|
|
2019
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 2376 |
|