Geneos Wealth Management’s Callon Petroleum Company CPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13
| Closed | – | – | 2675 |
|
|
2022
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 2828 |
|
|
2022
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 3031 |
|
|
2021
Q4 | – | Sell |
-513
| Closed | -$25K | – | 2898 |
|
|
2021
Q3 | $25K | Hold |
513
| – | – | ﹤0.01% | 1813 |
|
|
2021
Q2 | $29K | Hold |
513
| – | – | ﹤0.01% | 1739 |
|
|
2021
Q1 | $19K | Hold |
513
| – | – | ﹤0.01% | 2115 |
|
|
2020
Q4 | $19K | Sell |
513
-307
| -37% | -$11.4K | ﹤0.01% | 1952 |
|
|
2020
Q3 | $3K | Buy |
+820
| New | +$3K | ﹤0.01% | 2358 |
|