Mount Yale Investment Advisors’s PDC Energy, Inc. PDCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,836
| Closed | -$351K | – | 508 |
|
|
2022
Q1 | $351K | Sell |
4,836
-411
| -8% | -$29.8K | 0.04% | 344 |
|
|
2021
Q4 | $256K | Sell |
5,247
-1,767
| -25% | -$86.2K | 0.03% | 398 |
|
|
2021
Q3 | $332K | Sell |
7,014
-696
| -9% | -$32.9K | 0.04% | 335 |
|
|
2021
Q2 | $353K | Sell |
7,710
-2,451
| -24% | -$112K | 0.04% | 294 |
|
|
2021
Q1 | $350K | Buy |
+10,161
| New | +$350K | 0.05% | 290 |
|