Geneos Wealth Management’s PDC Energy, Inc. PDCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-150
| Closed | -$10.7K | – | 2159 |
|
|
2023
Q2 | $10.7K | Hold |
150
| – | – | ﹤0.01% | 1565 |
|
|
2023
Q1 | $9.63K | Hold |
150
| – | – | ﹤0.01% | 1559 |
|
|
2022
Q4 | $9.52K | Hold |
150
| – | – | ﹤0.01% | 1541 |
|
|
2022
Q3 | $8K | Sell |
150
-293
| -66% | -$15.6K | ﹤0.01% | 1600 |
|
|
2022
Q2 | $27K | Hold |
443
| – | – | ﹤0.01% | 1557 |
|
|
2022
Q1 | $32K | Buy |
443
+250
| +130% | +$18.1K | ﹤0.01% | 1580 |
|
|
2021
Q4 | $9K | Buy |
+193
| New | +$9K | ﹤0.01% | 2246 |
|
|
2020
Q3 | – | Sell |
-2,231
| Closed | -$25K | – | 2706 |
|
|
2020
Q2 | $25K | Hold |
2,231
| – | – | ﹤0.01% | 1530 |
|
|
2020
Q1 | $14K | Hold |
2,231
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q4 | $56K | Hold |
2,231
| – | – | ﹤0.01% | 1196 |
|
|
2019
Q3 | $62K | Buy |
2,231
+2,000
| +866% | +$55.6K | ﹤0.01% | 1080 |
|
|
2019
Q2 | $8K | Hold |
231
| – | – | ﹤0.01% | 2000 |
|
|
2019
Q1 | $9K | Hold |
231
| – | – | ﹤0.01% | 1887 |
|
|
2018
Q4 | $6K | Hold |
231
| – | – | ﹤0.01% | 1960 |
|
|
2018
Q3 | $11K | Buy |
+231
| New | +$11K | ﹤0.01% | 1827 |
|
|
2018
Q2 | – | Sell |
-231
| Closed | -$11K | – | 2350 |
|
|
2018
Q1 | $11K | Hold |
231
| – | – | ﹤0.01% | 1626 |
|
|
2017
Q4 | $11K | Hold |
231
| – | – | ﹤0.01% | 1618 |
|
|
2017
Q3 | $11K | Sell |
231
-100
| -30% | -$4.76K | ﹤0.01% | 1553 |
|
|
2017
Q2 | $14K | Hold |
331
| – | – | ﹤0.01% | 1419 |
|
|
2017
Q1 | $20K | Hold |
331
| – | – | ﹤0.01% | 1249 |
|
|
2016
Q4 | $24K | Hold |
331
| – | – | ﹤0.01% | 1118 |
|
|
2016
Q3 | $22K | Hold |
331
| – | – | ﹤0.01% | 1111 |
|
|
2016
Q2 | $19K | Hold |
331
| – | – | ﹤0.01% | 1139 |
|
|
2016
Q1 | $19K | Buy |
+331
| New | +$19K | ﹤0.01% | 1113 |
|