Gradient Investments’s PDC Energy, Inc. PDCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-300
| Closed | -$21.3K | – | 1934 |
|
|
2023
Q2 | $21.3K | Sell |
300
-6,393
| -96% | -$432K | ﹤0.01% | 679 |
|
|
2023
Q1 | $430K | Sell |
6,693
-612
| -8% | -$39.6K | 0.01% | 239 |
|
|
2022
Q4 | $464K | Buy |
7,305
+2,230
| +44% | +$156K | 0.01% | 234 |
|
|
2022
Q3 | $293K | Buy |
5,075
+228
| +5% | +$14K | 0.01% | 266 |
|
|
2022
Q2 | $299K | Buy |
4,847
+1,689
| +53% | +$122K | 0.01% | 265 |
|
|
2022
Q1 | $230K | Buy |
3,158
+680
| +27% | +$42.1K | 0.01% | 275 |
|
|
2021
Q4 | $121K | Buy |
2,478
+274
| +12% | +$14.1K | ﹤0.01% | 341 |
|
|
2021
Q3 | $104K | Sell |
2,204
-1,972
| -47% | -$82.2K | ﹤0.01% | 361 |
|
|
2021
Q2 | $191K | Buy |
4,176
+1,335
| +47% | +$54.5K | 0.01% | 291 |
|
|
2021
Q1 | $98K | Buy |
2,841
+2,444
| +616% | +$73.4K | ﹤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% | -$176K | ﹤0.01% | 586 |
|
|
2019
Q1 | $206K | Sell |
5,061
-1,300
| -20% | -$47.4K | 0.01% | 246 |
|
|
2018
Q4 | $189K | Sell |
6,361
-809
| -11% | -$32.5K | 0.01% | 231 |
|
|
2018
Q3 | $351K | Buy |
7,170
+65
| +0.9% | +$3.6K | 0.02% | 213 |
|
|
2018
Q2 | $429K | Sell |
7,105
-1,075
| -13% | -$61.9K | 0.02% | 203 |
|
|
2018
Q1 | $401K | Sell |
8,180
-11,111
| -58% | -$585K | 0.02% | 199 |
|
|
2017
Q4 | $994K | Sell |
19,291
-1,802
| -9% | -$85.3K | 0.06% | 137 |
|
|
2017
Q3 | $1.03M | Buy |
21,093
+4,115
| +24% | +$177K | 0.07% | 125 |
|
|
2017
Q2 | $732K | Buy |
16,978
+4,858
| +40% | +$256K | 0.05% | 127 |
|
|
2017
Q1 | $756K | Buy |
12,120
+2,858
| +31% | +$201K | 0.06% | 108 |
|
|
2016
Q4 | $672K | Buy |
9,262
+248
| +3% | +$17.1K | 0.06% | 116 |
|
|
2016
Q3 | $604K | Buy |
9,014
+2,073
| +30% | +$125K | 0.06% | 120 |
|
|
2016
Q2 | $400K | Buy |
6,941
+3,137
| +82% | +$186K | 0.04% | 128 |
|
|
2016
Q1 | $226K | Buy |
3,804
+3,508
| +1,185% | +$183K | 0.03% | 168 |
|
|
2015
Q4 | $16K | Buy |
+296
| New | +$17K | ﹤0.01% | 348 |
|
Other funds holding PDCE
SIS
BTI
IA
HNB
Gradient Investments's PDCE Position: Q3 2023 in Review
Gradient Investments sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 300 shares — an estimated $21.3K sold.
Gradient Investments first reported a position in PDCE in Q4 2015 and held it in 31 quarters. The position peaked at $1.03M in Q3 2017. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.
- Gradient Investments reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
- Gradient Investments sold 300 PDC Energy, Inc. shares in Q3 2023, an estimated $21.3K.
- Gradient Investments first reported a position in PDC Energy, Inc. in Q4 2015 and held it in 31 quarters.
- Gradient Investments's PDC Energy, Inc. position peaked at $1.03M in Q3 2017.
- 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.
Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.