Lyell Wealth Management’s Ring Energy REI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,450
| Closed | -$19K | – | 133 |
|
|
2019
Q3 | $19K | Hold |
11,450
| – | – | 0.01% | 121 |
|
|
2019
Q2 | $37K | Hold |
11,450
| – | – | 0.01% | 122 |
|
|
2019
Q1 | $67K | Hold |
11,450
| – | – | 0.02% | 118 |
|
|
2018
Q4 | $58K | Hold |
11,450
| – | – | 0.02% | 108 |
|
|
2018
Q3 | $113K | Hold |
11,450
| – | – | 0.04% | 118 |
|
|
2018
Q2 | $144K | Hold |
11,450
| – | – | 0.05% | 108 |
|
|
2018
Q1 | $164K | Hold |
11,450
| – | – | 0.06% | 106 |
|
|
2017
Q4 | $159K | Hold |
11,450
| – | – | 0.06% | 107 |
|
|
2017
Q3 | $166K | Hold |
11,450
| – | – | 0.07% | 105 |
|
|
2017
Q2 | $149K | Buy |
+11,450
| New | +$149K | 0.07% | 99 |
|