JFS Wealth Advisors’s Patterson-UTI PTEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16
| Closed | -$166 | – | 2009 |
|
|
2024
Q2 | $166 | Sell |
16
-2
| -11% | -$21 | ﹤0.01% | 1905 |
|
|
2024
Q1 | $215 | Sell |
18
-89
| -83% | -$1.06K | ﹤0.01% | 1890 |
|
|
2023
Q4 | $1.16K | Sell |
107
-14
| -12% | -$151 | ﹤0.01% | 1621 |
|
|
2023
Q3 | $1.68K | Buy |
121
+74
| +157% | +$1.02K | ﹤0.01% | 1433 |
|
|
2023
Q2 | $563 | Buy |
47
+30
| +176% | +$359 | ﹤0.01% | 1738 |
|
|
2023
Q1 | $199 | Buy |
17
+2
| +13% | +$23 | ﹤0.01% | 1831 |
|
|
2022
Q4 | $253 | Sell |
15
-1
| -6% | -$17 | ﹤0.01% | 1816 |
|
|
2022
Q3 | $0 | Sell |
16
-12
| -43% | – | ﹤0.01% | 1888 |
|
|
2022
Q2 | $0 | Buy |
+28
| New | – | ﹤0.01% | 1898 |
|