JFS Wealth Advisors’s Callon Petroleum Company CPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23
| Closed | -$823 | – | 2064 |
|
|
2024
Q1 | $823 | Hold |
23
| – | – | ﹤0.01% | 1699 |
|
|
2023
Q4 | $746 | Hold |
23
| – | – | ﹤0.01% | 1714 |
|
|
2023
Q3 | $900 | Hold |
23
| – | – | ﹤0.01% | 1622 |
|
|
2023
Q2 | $807 | Buy |
23
+19
| +475% | +$667 | ﹤0.01% | 1663 |
|
|
2023
Q1 | $134 | Sell |
4
-12
| -75% | -$402 | ﹤0.01% | 1870 |
|
|
2022
Q4 | $593 | Sell |
16
-5
| -24% | -$185 | ﹤0.01% | 1711 |
|
|
2022
Q3 | $1K | Buy |
21
+7
| +50% | +$333 | ﹤0.01% | 1705 |
|
|
2022
Q2 | $1K | Buy |
14
+2
| +17% | +$143 | ﹤0.01% | 1697 |
|
|
2022
Q1 | $1K | Buy |
12
+8
| +200% | +$667 | ﹤0.01% | 1781 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1927 |
|