Gradient Investments’s PDC Energy, Inc. PDCE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-300
Closed -$21.3K 1934
2023
Q2
$21.3K Sell
300
-6,393
-96% -$455K ﹤0.01% 679
2023
Q1
$430K Sell
6,693
-612
-8% -$39.3K 0.01% 239
2022
Q4
$464K Buy
7,305
+2,230
+44% +$142K 0.01% 234
2022
Q3
$293K Buy
5,075
+228
+5% +$13.2K 0.01% 266
2022
Q2
$299K Buy
4,847
+1,689
+53% +$104K 0.01% 265
2022
Q1
$230K Buy
3,158
+680
+27% +$49.5K 0.01% 275
2021
Q4
$121K Buy
2,478
+274
+12% +$13.4K ﹤0.01% 341
2021
Q3
$104K Sell
2,204
-1,972
-47% -$93.1K ﹤0.01% 361
2021
Q2
$191K Buy
4,176
+1,335
+47% +$61.1K 0.01% 291
2021
Q1
$98K Buy
2,841
+2,444
+616% +$84.3K ﹤0.01% 365
2020
Q4
$5K Hold
397
﹤0.01% 825
2020
Q3
$5K Hold
397
﹤0.01% 831
2020
Q2
$5K Hold
397
﹤0.01% 755
2020
Q1
$2K Hold
397
﹤0.01% 949
2019
Q4
$10K Hold
397
﹤0.01% 709
2019
Q3
$11K Hold
397
﹤0.01% 652
2019
Q2
$14K Sell
397
-4,664
-92% -$164K ﹤0.01% 586
2019
Q1
$206K Sell
5,061
-1,300
-20% -$52.9K 0.01% 246
2018
Q4
$189K Sell
6,361
-809
-11% -$24K 0.01% 231
2018
Q3
$351K Buy
7,170
+65
+0.9% +$3.18K 0.02% 213
2018
Q2
$429K Sell
7,105
-1,075
-13% -$64.9K 0.02% 203
2018
Q1
$401K Sell
8,180
-11,111
-58% -$545K 0.02% 199
2017
Q4
$994K Sell
19,291
-1,802
-9% -$92.9K 0.06% 137
2017
Q3
$1.03M Buy
21,093
+4,115
+24% +$202K 0.07% 125
2017
Q2
$732K Buy
16,978
+4,858
+40% +$209K 0.05% 127
2017
Q1
$756K Buy
12,120
+2,858
+31% +$178K 0.06% 108
2016
Q4
$672K Buy
9,262
+248
+3% +$18K 0.06% 116
2016
Q3
$604K Buy
9,014
+2,073
+30% +$139K 0.06% 120
2016
Q2
$400K Buy
6,941
+3,137
+82% +$181K 0.04% 128
2016
Q1
$226K Buy
3,804
+3,508
+1,185% +$208K 0.03% 168
2015
Q4
$16K Buy
+296
New +$16K ﹤0.01% 348