MWM
Moran Wealth Management’s Civitas Resources CIVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-70,827
| Closed | -$3.59M | – | 422 |
|
|
2024
Q3 | $3.59M | Buy |
70,827
+1,918
| +3% | +$97.2K | 0.11% | 210 |
|
|
2024
Q2 | $4.75M | Sell |
68,909
-73
| -0.1% | -$5.04K | 0.16% | 175 |
|
|
2024
Q1 | $5.24M | Buy |
68,982
+1,307
| +2% | +$99.2K | 0.17% | 170 |
|
|
2023
Q4 | $4.63M | Buy |
67,675
+666
| +1% | +$45.5K | 0.16% | 176 |
|
|
2023
Q3 | $5.42M | Buy |
67,009
+3,095
| +5% | +$250K | 0.21% | 146 |
|
|
2023
Q2 | $4.43M | Sell |
63,914
-12,225
| -16% | -$848K | 0.17% | 169 |
|
|
2023
Q1 | $5.2M | Buy |
76,139
+8,671
| +13% | +$593K | 0.2% | 153 |
|
|
2022
Q4 | $3.91M | Buy |
+67,468
| New | +$3.91M | 0.15% | 175 |
|