Evergreen Capital Management’s Ring Energy REI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-22,139
| Closed | -$35.4K | – | 1107 |
|
2024
Q3 | $35.4K | Buy |
22,139
+6,270
| +40% | +$10K | ﹤0.01% | 997 |
|
2024
Q2 | $26.8K | Buy |
15,869
+3,625
| +30% | +$6.13K | ﹤0.01% | 944 |
|
2024
Q1 | $24K | Buy |
+12,244
| New | +$24K | ﹤0.01% | 867 |
|
2023
Q4 | – | Sell |
-15,497
| Closed | -$30.2K | – | 888 |
|
2023
Q3 | $30.2K | Buy |
15,497
+1,919
| +14% | +$3.74K | ﹤0.01% | 785 |
|
2023
Q2 | $23.2K | Buy |
13,578
+1,863
| +16% | +$3.19K | ﹤0.01% | 799 |
|
2023
Q1 | $22.3K | Buy |
+11,715
| New | +$22.3K | ﹤0.01% | 720 |
|