Gradient Investments’s Evolution Petroleum EPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,779
Closed -$74.2K 1403
2023
Q4
$74.2K Buy
12,779
+229
+2% +$1.33K ﹤0.01% 468
2023
Q3
$85.8K Hold
12,550
﹤0.01% 410
2023
Q2
$101K Buy
12,550
+182
+1% +$1.47K ﹤0.01% 405
2023
Q1
$78K Buy
12,368
+2,034
+20% +$12.8K ﹤0.01% 419
2022
Q4
$78K Buy
10,334
+165
+2% +$1.25K ﹤0.01% 428
2022
Q3
$71K Buy
+10,169
New +$71K ﹤0.01% 425