Centerpoint Advisors’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-150
| Closed | -$5K | – | 461 |
|
|
2024
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 387 |
|
|
2024
Q3 | $4K | Sell |
150
-2,000
| -93% | -$53.3K | ﹤0.01% | 411 |
|
|
2024
Q2 | $96K | Buy |
2,150
+25
| +1% | +$1.12K | 0.03% | 132 |
|
|
2024
Q1 | $112K | Hold |
2,125
| – | – | 0.04% | 114 |
|
|
2023
Q4 | $97K | Buy |
2,125
+50
| +2% | +$2.28K | 0.04% | 115 |
|
|
2023
Q3 | $115K | Buy |
2,075
+500
| +32% | +$27.7K | 0.05% | 110 |
|
|
2023
Q2 | $71K | Buy |
1,575
+1,500
| +2,000% | +$67.6K | 0.03% | 144 |
|
|
2023
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 425 |
|