LGT Financial Advisors’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-524
| Closed | -$14.1K | – | 778 |
|
|
2024
Q3 | $14.1K | Buy |
+524
| New | +$14.1K | 0.03% | 351 |
|
|
2024
Q2 | – | Sell |
-104
| Closed | -$5.46K | – | 868 |
|
|
2024
Q1 | $5.46K | Buy |
+104
| New | +$5.46K | 0.01% | 608 |
|
|
2023
Q4 | – | Sell |
-93
| Closed | -$5.15K | – | 995 |
|
|
2023
Q3 | $5.15K | Buy |
+93
| New | +$5.15K | 0.01% | 612 |
|