IPG Investment Advisors’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,000
| Closed | -$722K | – | 188 |
|
|
2023
Q2 | $722K | Buy |
16,000
+8,000
| +100% | +$361K | 0.16% | 82 |
|
|
2023
Q1 | $364K | Buy |
+8,000
| New | +$364K | 0.08% | 107 |
|
|
2022
Q3 | – | Sell |
-5,000
| Closed | -$345K | – | 181 |
|
|
2022
Q2 | $345K | Buy |
+5,000
| New | +$345K | 0.09% | 100 |
|
|
2021
Q2 | – | Sell |
-49,000
| Closed | -$1.47M | – | 222 |
|
|
2021
Q1 | $1.47M | Sell |
49,000
-500
| -1% | -$15K | 0.29% | 60 |
|
|
2020
Q4 | $975K | Buy |
49,500
+500
| +1% | +$9.85K | 0.23% | 64 |
|
|
2020
Q3 | $480K | Buy |
+49,000
| New | +$480K | 0.14% | 82 |
|