IFP Advisors’s Energy Focus EFOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3661 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3399 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3313 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3218 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3083 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2963 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2959 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3031 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3202 |
|
|
2019
Q1 | – | Sell |
-143
| Closed | -$3K | – | 2617 |
|
|
2018
Q4 | $3K | Sell |
143
-29
| -17% | -$608 | ﹤0.01% | 2976 |
|
|
2018
Q3 | $12K | Hold |
172
| – | – | ﹤0.01% | 2707 |
|
|
2018
Q2 | $11K | Hold |
172
| – | – | ﹤0.01% | 2785 |
|
|
2018
Q1 | $15K | Hold |
172
| – | – | ﹤0.01% | 2557 |
|
|
2017
Q4 | $15K | Sell |
172
-10
| -5% | -$872 | ﹤0.01% | 2555 |
|
|
2017
Q3 | $17K | Hold |
182
| – | – | ﹤0.01% | 2664 |
|
|
2017
Q2 | $17K | Hold |
182
| – | – | ﹤0.01% | 2639 |
|
|
2017
Q1 | $21K | Hold |
182
| – | – | ﹤0.01% | 2440 |
|
|
2016
Q4 | $27K | Sell |
182
-7
| -4% | -$1.04K | ﹤0.01% | 2247 |
|
|
2016
Q3 | $32K | Sell |
189
-42
| -18% | -$7.11K | ﹤0.01% | 2081 |
|
|
2016
Q2 | $50K | Buy |
+231
| New | +$50K | ﹤0.01% | 1752 |
|
|
2016
Q1 | – | Sell |
-166
| Closed | -$80K | – | 2637 |
|
|
2015
Q4 | $80K | Buy |
+166
| New | +$80K | 0.01% | 1304 |
|