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Harvest Group Wealth Management’s Evolution Petroleum EPM Stock Holding History

Harvest Group Wealth Management’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-230
Closed -$1K – 986
2019
Q3 		$1K Buy
+230
New +$1.41K ﹤0.01% 851

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ACH
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WA
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KTA
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Harvest Group Wealth Management's EPM Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of Evolution Petroleum (EPM) in Q4 2019, closing a stake of 230 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in EPM in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 103 funds tracked by Wall St. Rank hold EPM as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining Evolution Petroleum position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 230 Evolution Petroleum shares in Q4 2019, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Evolution Petroleum in Q3 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Evolution Petroleum position peaked at $1K in Q3 2019.
  • 103 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.