Mount Yale Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-2,200
| Closed | -$505K | – | 543 |
|
2023
Q3 | $505K | Buy |
2,200
+13
| +0.6% | +$2.98K | 0.05% | 306 |
|
2023
Q2 | $453K | Sell |
2,187
-705
| -24% | -$146K | 0.05% | 325 |
|
2023
Q1 | $591K | Buy |
2,892
+293
| +11% | +$59.8K | 0.07% | 272 |
|
2022
Q4 | $594K | Sell |
2,599
-4,097
| -61% | -$936K | 0.07% | 255 |
|
2022
Q3 | $1.45M | Sell |
6,696
-138
| -2% | -$29.9K | 0.19% | 116 |
|
2022
Q2 | $1.52M | Buy |
6,834
+3,241
| +90% | +$723K | 0.19% | 116 |
|
2022
Q1 | $898K | Buy |
3,593
+818
| +29% | +$204K | 0.1% | 212 |
|
2021
Q4 | $505K | Buy |
2,775
+24
| +0.9% | +$4.37K | 0.05% | 290 |
|
2021
Q3 | $458K | Buy |
2,751
+201
| +8% | +$33.5K | 0.05% | 302 |
|
2021
Q2 | $414K | Sell |
2,550
-39
| -2% | -$6.33K | 0.05% | 282 |
|
2021
Q1 | $411K | Buy |
+2,589
| New | +$411K | 0.05% | 278 |
|
2018
Q4 | – | Sell |
-215
| Closed | -$35K | – | 822 |
|
2018
Q3 | $35K | Sell |
215
-59
| -22% | -$9.61K | 0.01% | 674 |
|
2018
Q2 | $52K | Sell |
274
-79
| -22% | -$15K | 0.01% | 612 |
|
2018
Q1 | $61K | Buy |
+353
| New | +$61K | 0.01% | 580 |
|