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Forvis Mazars Wealth Advisors’s Evolution Petroleum EPM Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-23,867
Closed -$67K – 324
2020
Q2 		$67K Sell
23,867
-76
-0.3% -$204 ﹤0.01% 307
2020
Q1 		$62K Buy
23,943
+122
+0.5% +$553 0.01% 281
2019
Q4 		$130K Sell
23,821
-64
-0.3% -$352 0.01% 288
2019
Q3 		$139K Buy
+23,885
New +$146K 0.01% 256

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AR
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RRAM
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Vanguard Group
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WA
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NSIM
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AMI
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