Integrated Wealth Concepts’s Ring Energy REI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1K | Sell |
29,093
-971
| -3% | -$771 | ﹤0.01% | 1884 |
|
|
2025
Q1 | $34.6K | Sell |
30,064
-4,849
| -14% | -$5.58K | ﹤0.01% | 1710 |
|
|
2024
Q4 | $47.5K | Buy |
34,913
+63
| +0.2% | +$86 | ﹤0.01% | 1685 |
|
|
2024
Q3 | $55.8K | Sell |
34,850
-7,500
| -18% | -$12K | ﹤0.01% | 1638 |
|
|
2024
Q2 | $71.6K | Hold |
42,350
| – | – | ﹤0.01% | 1594 |
|
|
2024
Q1 | $83K | Sell |
42,350
-5,000
| -11% | -$9.8K | ﹤0.01% | 1590 |
|
|
2023
Q4 | $69.1K | Sell |
47,350
-18,000
| -28% | -$26.3K | ﹤0.01% | 1546 |
|
|
2023
Q3 | $127K | Buy |
65,350
+2,000
| +3% | +$3.9K | ﹤0.01% | 1467 |
|
|
2023
Q2 | $108K | Buy |
63,350
+3,000
| +5% | +$5.13K | ﹤0.01% | 1485 |
|
|
2023
Q1 | $115K | Buy |
+60,350
| New | +$115K | ﹤0.01% | 1267 |
|