Cerity Partners’s Ring Energy REI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Buy |
+11,335
| New | +$9K | ﹤0.01% | 2621 |
|
|
2024
Q3 | – | Sell |
-132,291
| Closed | -$224K | – | 2591 |
|
|
2024
Q2 | $224K | Sell |
132,291
-5,274
| -4% | -$8.91K | ﹤0.01% | 1974 |
|
|
2024
Q1 | $270K | Buy |
137,565
+12,241
| +10% | +$24K | ﹤0.01% | 1925 |
|
|
2023
Q4 | $183K | Hold |
125,324
| – | – | ﹤0.01% | 1729 |
|
|
2023
Q3 | $244K | Buy |
+125,324
| New | +$244K | ﹤0.01% | 1212 |
|