Mitchell McLeod Pugh & Williams’s Crescent Energy CRGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,474
| Closed | -$148K | – | 264 |
|
|
2024
Q3 | $148K | Buy |
13,474
+140
| +1% | +$1.53K | 0.03% | 265 |
|
|
2024
Q2 | $158K | Buy |
13,334
+129
| +1% | +$1.53K | 0.04% | 259 |
|
|
2024
Q1 | $157K | Buy |
13,205
+132
| +1% | +$1.57K | 0.04% | 258 |
|
|
2023
Q4 | $173K | Buy |
13,073
+134
| +1% | +$1.77K | 0.05% | 250 |
|
|
2023
Q3 | $164K | Buy |
12,939
+119
| +0.9% | +$1.5K | 0.05% | 244 |
|
|
2023
Q2 | $134K | Buy |
12,820
+327
| +3% | +$3.41K | 0.04% | 246 |
|
|
2023
Q1 | $141K | Hold |
12,493
| – | – | 0.04% | 247 |
|
|
2022
Q4 | $150K | Buy |
12,493
+163
| +1% | +$1.95K | 0.05% | 237 |
|
|
2022
Q3 | $166K | Buy |
12,330
+139
| +1% | +$1.87K | 0.06% | 216 |
|
|
2022
Q2 | $152K | Buy |
12,191
+191
| +2% | +$2.38K | 0.06% | 211 |
|
|
2022
Q1 | $208K | Buy |
+12,000
| New | +$208K | 0.07% | 218 |
|