Lyell Wealth Management’s Pioneer Natural Resource Co. PXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,526
| Closed | -$401K | – | 207 |
|
|
2024
Q1 | $401K | Sell |
1,526
-22
| -1% | -$5.78K | 0.04% | 149 |
|
|
2023
Q4 | $348K | Hold |
1,548
| – | – | 0.04% | 154 |
|
|
2023
Q3 | $355K | Sell |
1,548
-140
| -8% | -$32.1K | 0.05% | 140 |
|
|
2023
Q2 | $350K | Sell |
1,688
-49
| -3% | -$10.2K | 0.04% | 149 |
|
|
2023
Q1 | $355K | Buy |
1,737
+19
| +1% | +$3.88K | 0.05% | 157 |
|
|
2022
Q4 | $392K | Sell |
1,718
-51
| -3% | -$11.6K | 0.06% | 147 |
|
|
2022
Q3 | $383K | Buy |
1,769
+45
| +3% | +$9.74K | 0.07% | 144 |
|
|
2022
Q2 | $385K | Sell |
1,724
-12
| -0.7% | -$2.68K | 0.06% | 148 |
|
|
2022
Q1 | $434K | Buy |
1,736
+221
| +15% | +$55.3K | 0.06% | 143 |
|
|
2021
Q4 | $276K | Hold |
1,515
| – | – | 0.03% | 167 |
|
|
2021
Q3 | $253K | Hold |
1,515
| – | – | 0.03% | 166 |
|
|
2021
Q2 | $247K | Buy |
1,515
+5
| +0.3% | +$815 | 0.03% | 169 |
|
|
2021
Q1 | $241K | Buy |
+1,510
| New | +$241K | 0.04% | 159 |
|
|
2020
Q1 | – | Sell |
-2,910
| Closed | -$442K | – | 137 |
|
|
2019
Q4 | $442K | Sell |
2,910
-1,611
| -36% | -$245K | 0.12% | 87 |
|
|
2019
Q3 | $571K | Sell |
4,521
-7,940
| -64% | -$1M | 0.17% | 80 |
|
|
2019
Q2 | $1.92M | Buy |
12,461
+1,768
| +17% | +$272K | 0.58% | 54 |
|
|
2019
Q1 | $1.63M | Buy |
10,693
+1,696
| +19% | +$259K | 0.54% | 58 |
|
|
2018
Q4 | $1.18M | Sell |
8,997
-6,944
| -44% | -$913K | 0.49% | 59 |
|
|
2018
Q3 | $2.78M | Buy |
15,941
+4,677
| +42% | +$815K | 0.94% | 47 |
|
|
2018
Q2 | $2.13M | Buy |
11,264
+2,082
| +23% | +$394K | 0.78% | 50 |
|
|
2018
Q1 | $1.58M | Buy |
9,182
+930
| +11% | +$160K | 0.58% | 58 |
|
|
2017
Q4 | $1.43M | Buy |
8,252
+1,010
| +14% | +$175K | 0.57% | 60 |
|
|
2017
Q3 | $1.07M | Buy |
7,242
+1,060
| +17% | +$156K | 0.46% | 64 |
|
|
2017
Q2 | $987K | Buy |
6,182
+2,162
| +54% | +$345K | 0.48% | 60 |
|
|
2017
Q1 | $749K | Buy |
+4,020
| New | +$749K | 0.41% | 64 |
|