Geneos Wealth Management’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,800
| Closed | -$11.1K | – | 2095 |
|
2024
Q1 | $11.1K | Hold |
1,800
| – | – | ﹤0.01% | 1525 |
|
2023
Q4 | $10.5K | Hold |
1,800
| – | – | ﹤0.01% | 1542 |
|
2023
Q3 | $12.3K | Hold |
1,800
| – | – | ﹤0.01% | 1507 |
|
2023
Q2 | $14.5K | Hold |
1,800
| – | – | ﹤0.01% | 1473 |
|
2023
Q1 | $11.4K | Hold |
1,800
| – | – | ﹤0.01% | 1516 |
|
2022
Q4 | $13.6K | Hold |
1,800
| – | – | ﹤0.01% | 1449 |
|
2022
Q3 | $12K | Hold |
1,800
| – | – | ﹤0.01% | 1460 |
|
2022
Q2 | $9K | Hold |
1,800
| – | – | ﹤0.01% | 1982 |
|
2022
Q1 | $12K | Hold |
1,800
| – | – | ﹤0.01% | 2000 |
|
2021
Q4 | $9K | Hold |
1,800
| – | – | ﹤0.01% | 2209 |
|
2021
Q3 | $10K | Hold |
1,800
| – | – | ﹤0.01% | 2215 |
|
2021
Q2 | $8K | Hold |
1,800
| – | – | ﹤0.01% | 2277 |
|
2021
Q1 | $5K | Hold |
1,800
| – | – | ﹤0.01% | 2645 |
|
2020
Q4 | $5K | Hold |
1,800
| – | – | ﹤0.01% | 2466 |
|
2020
Q3 | $4K | Hold |
1,800
| – | – | ﹤0.01% | 2248 |
|
2020
Q2 | $5K | Hold |
1,800
| – | – | ﹤0.01% | 2135 |
|
2020
Q1 | $4K | Hold |
1,800
| – | – | ﹤0.01% | 2090 |
|
2019
Q4 | $10K | Hold |
1,800
| – | – | ﹤0.01% | 1964 |
|
2019
Q3 | $10K | Hold |
1,800
| – | – | ﹤0.01% | 1886 |
|
2019
Q2 | $12K | Hold |
1,800
| – | – | ﹤0.01% | 1837 |
|
2019
Q1 | $12K | Hold |
1,800
| – | – | ﹤0.01% | 1774 |
|
2018
Q4 | $12K | Hold |
1,800
| – | – | ﹤0.01% | 1717 |
|
2018
Q3 | $19K | Buy |
+1,800
| New | +$19K | ﹤0.01% | 1583 |
|
2018
Q2 | – | Sell |
-1,800
| Closed | -$14K | – | 2277 |
|
2018
Q1 | $14K | Hold |
1,800
| – | – | ﹤0.01% | 1526 |
|
2017
Q4 | $12K | Hold |
1,800
| – | – | ﹤0.01% | 1559 |
|
2017
Q3 | $12K | Hold |
1,800
| – | – | ﹤0.01% | 1506 |
|
2017
Q2 | $14K | Hold |
1,800
| – | – | ﹤0.01% | 1400 |
|
2017
Q1 | $14K | Hold |
1,800
| – | – | ﹤0.01% | 1362 |
|
2016
Q4 | $18K | Hold |
1,800
| – | – | ﹤0.01% | 1226 |
|
2016
Q3 | $11K | Buy |
+1,800
| New | +$11K | ﹤0.01% | 1331 |
|