Disciplined Investments’s Crescent Energy CRGY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-53,482
| Closed | -$605K | – | 1698 |
|
2023
Q1 | $605K | Buy |
+53,482
| New | +$605K | 0.25% | 83 |
|
2022
Q4 | – | Sell |
-53,482
| Closed | -$720K | – | 1657 |
|
2022
Q3 | $720K | Sell |
53,482
-25,000
| -32% | -$337K | 0.33% | 73 |
|
2022
Q2 | $979K | Hold |
78,482
| – | – | 0.44% | 58 |
|
2022
Q1 | $1.36M | Buy |
78,482
+77,835
| +12,030% | +$1.35M | 0.56% | 47 |
|
2021
Q4 | $8K | Buy |
+647
| New | +$8K | ﹤0.01% | 358 |
|