IFP Advisors’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
Q4 | – | Sell |
-39
| Closed | -$2.88K | – | 3418 |
|
|
2023
Q3 | $2.88K | Hold |
39
| – | – | ﹤0.01% | 2713 |
|
|
2023
Q2 | $2.77K | Sell |
39
-6
| -13% | -$405 | ﹤0.01% | 2767 |
|
|
2023
Q1 | $2.77K | Sell |
45
-900
| -95% | -$58.2K | ﹤0.01% | 2793 |
|
|
2022
Q4 | $67K | Sell |
945
-2,169
| -70% | -$151K | ﹤0.01% | 2029 |
|
|
2022
Q3 | $211K | Sell |
3,114
-39
| -1% | -$2.39K | 0.01% | 1368 |
|
|
2022
Q2 | $214K | Hold |
3,153
| – | – | 0.01% | 1244 |
|
|
2022
Q1 | $214K | Buy |
3,153
+2,953
| +1,477% | +$183K | 0.01% | 1244 |
|
|
2021
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 2248 |
|
|
2021
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 2345 |
|
|
2021
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 2268 |
|
|
2021
Q1 | $7K | Buy |
+200
| New | +$6.01K | ﹤0.01% | 2302 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4332 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4167 |
|
|
2020
Q2 | – | Sell |
-33
| Closed | -$395 | – | 3969 |
|
|
2020
Q1 | $0 | Buy |
+33
| New | +$594 | ﹤0.01% | 3875 |
|
|
2019
Q4 | – | Sell |
-20,150
| Closed | -$484K | – | 3777 |
|
|
2019
Q3 | $569K | Buy |
+20,150
| New | +$604K | 0.04% | 456 |
|
|
2019
Q1 | $38K | Buy |
+960
| New | +$35K | 0.01% | 1086 |
|
|
2018
Q4 | – | Sell |
-175
| Closed | -$9K | – | 3959 |
|
|
2018
Q3 | $9K | Sell |
175
-145
| -45% | -$8.04K | ﹤0.01% | 2930 |
|
|
2018
Q2 | $19K | Buy |
320
+166
| +108% | +$9.56K | ﹤0.01% | 2513 |
|
|
2018
Q1 | $8K | Hold |
154
| – | – | ﹤0.01% | 2958 |
|
|
2017
Q4 | $8K | Buy |
154
+106
| +221% | +$5.02K | ﹤0.01% | 3003 |
|
|
2017
Q3 | $2K | Buy |
+48
| New | +$2.06K | ﹤0.01% | 3819 |
|
|
2017
Q2 | – | Sell |
-76
| Closed | -$5K | – | 4261 |
|
|
2017
Q1 | $5K | Buy |
76
+7
| +10% | +$492 | ﹤0.01% | 3345 |
|
|
2016
Q4 | $5K | Hold |
69
| – | – | ﹤0.01% | 3339 |
|
|
2016
Q3 | $5K | Buy |
+69
| New | +$4.18K | ﹤0.01% | 3270 |
|
|
2016
Q2 | – | Sell |
-960
| Closed | -$38K | – | 4133 |
|
|
2016
Q1 | $38K | Buy |
960
+786
| +452% | +$41K | 0.01% | 1085 |
|
|
2015
Q4 | $9K | Buy |
+174
| New | +$10K | ﹤0.01% | 2652 |
|