Institute for Wealth Management’s Vermilion Energy VET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,500
Closed -$122K 563
2024
Q3
$122K Sell
12,500
-20,000
-62% -$195K 0.02% 538
2024
Q2
$358K Sell
32,500
-10,000
-24% -$110K 0.05% 354
2024
Q1
$529K Hold
42,500
0.07% 274
2023
Q4
$513K Hold
42,500
0.08% 258
2023
Q3
$621K Hold
42,500
0.11% 213
2023
Q2
$529K Sell
42,500
-350
-0.8% -$4.36K 0.09% 249
2023
Q1
$556K Hold
42,850
0.11% 241
2022
Q4
$758K Sell
42,850
-50
-0.1% -$885 0.16% 171
2022
Q3
$919K Buy
42,900
+220
+0.5% +$4.71K 0.21% 129
2022
Q2
$813K Buy
42,680
+180
+0.4% +$3.43K 0.16% 163
2022
Q1
$893K Hold
42,500
0.14% 178
2021
Q4
$535K Hold
42,500
0.09% 273
2021
Q3
$421K Buy
+42,500
New +$421K 0.07% 299