Creative Planning’s PDC Energy, Inc. PDCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,328
| Closed | -$806K | – | 2955 |
|
|
2023
Q2 | $806K | Buy |
11,328
+6,526
| +136% | +$464K | ﹤0.01% | 1244 |
|
|
2023
Q1 | $308K | Sell |
4,802
-119
| -2% | -$7.64K | ﹤0.01% | 1797 |
|
|
2022
Q4 | $312K | Buy |
4,921
+1,148
| +30% | +$72.9K | ﹤0.01% | 1694 |
|
|
2022
Q3 | $218K | Sell |
3,773
-2,948
| -44% | -$170K | ﹤0.01% | 1841 |
|
|
2022
Q2 | $414K | Buy |
6,721
+2,354
| +54% | +$145K | ﹤0.01% | 1418 |
|
|
2022
Q1 | $317K | Sell |
4,367
-2,333
| -35% | -$169K | ﹤0.01% | 1605 |
|
|
2021
Q4 | $327K | Sell |
6,700
-35
| -0.5% | -$1.71K | ﹤0.01% | 1562 |
|
|
2021
Q3 | $319K | Sell |
6,735
-1,202
| -15% | -$56.9K | ﹤0.01% | 1550 |
|
|
2021
Q2 | $363K | Buy |
7,937
+1,019
| +15% | +$46.6K | ﹤0.01% | 1448 |
|
|
2021
Q1 | $238K | Buy |
+6,918
| New | +$238K | ﹤0.01% | 1927 |
|
|
2017
Q4 | – | Sell |
-24,590
| Closed | -$1.21M | – | 1995 |
|
|
2017
Q3 | $1.21M | Buy |
24,590
+24,252
| +7,175% | +$1.19M | 0.01% | 629 |
|
|
2017
Q2 | $15K | Sell |
338
-206
| -38% | -$9.14K | ﹤0.01% | 3340 |
|
|
2017
Q1 | $34K | Buy |
544
+244
| +81% | +$15.3K | ﹤0.01% | 2730 |
|
|
2016
Q4 | $22K | Sell |
300
-336
| -53% | -$24.6K | ﹤0.01% | 2987 |
|
|
2016
Q3 | $43K | Buy |
636
+86
| +16% | +$5.81K | ﹤0.01% | 2469 |
|
|
2016
Q2 | $32K | Sell |
550
-2,000
| -78% | -$116K | ﹤0.01% | 2430 |
|
|
2016
Q1 | $152K | Buy |
2,550
+1,989
| +355% | +$119K | ﹤0.01% | 1365 |
|
|
2015
Q4 | $30K | Sell |
561
-14,000
| -96% | -$749K | ﹤0.01% | 2519 |
|
|
2015
Q3 | $772K | Buy |
+14,561
| New | +$772K | 0.01% | 565 |
|
|
2015
Q2 | – | Sell |
-850
| Closed | -$46K | – | 3088 |
|
|
2015
Q1 | $46K | Buy |
850
+250
| +42% | +$13.5K | ﹤0.01% | 2072 |
|
|
2014
Q4 | $25K | Hold |
600
| – | – | ﹤0.01% | 2482 |
|
|
2014
Q3 | $30K | Hold |
600
| – | – | ﹤0.01% | 2238 |
|
|
2014
Q2 | $38K | Hold |
600
| – | – | ﹤0.01% | 2042 |
|
|
2014
Q1 | $37K | Buy |
600
+300
| +100% | +$18.5K | ﹤0.01% | 1981 |
|
|
2013
Q4 | $16K | Hold |
300
| – | – | ﹤0.01% | 2331 |
|
|
2013
Q3 | $18K | Hold |
300
| – | – | ﹤0.01% | 2168 |
|
|
2013
Q2 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 2095 |
|