LSWM
VRN
Lorne Steinberg Wealth Management’s Veren VRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-65,170
| Closed | -$401K | – | 72 |
|
|
2024
Q3 | $401K | Sell |
65,170
-14,005
| -18% | -$86.3K | 0.12% | 60 |
|
|
2024
Q2 | $624K | Sell |
79,175
-18,725
| -19% | -$148K | 0.2% | 57 |
|
|
2024
Q1 | $801K | Hold |
97,900
| – | – | 0.25% | 56 |
|
|
2023
Q4 | $679K | Sell |
97,900
-310
| -0.3% | -$2.15K | 0.23% | 56 |
|
|
2023
Q3 | $817K | Hold |
98,210
| – | – | 0.31% | 55 |
|
|
2023
Q2 | $126K | Sell |
98,210
-100
| -0.1% | -$128 | 0.05% | 68 |
|
|
2023
Q1 | $693K | Hold |
98,310
| – | – | 0.28% | 53 |
|
|
2022
Q4 | $702K | Buy |
+98,310
| New | +$702K | 0.3% | 56 |
|