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EPM icon

NewEdge Advisors’s Evolution Petroleum EPM Stock Holding History

NewEdge Advisors’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-182
Closed -$1.05K – 3862
2023
Q4 		$1.05K Buy
182
+4
+2% +$24 ﹤0.01% 3454
2023
Q3 		$1.22K Buy
+178
New +$1.51K ﹤0.01% 3145
2022
Q2 		– Sell
-19,925
Closed -$135K – 1583
2022
Q1 		$135K Hold
19,925
– – ﹤0.01% 1058
2021
Q4 		$101K Buy
+19,925
New +$110K ﹤0.01% 1586

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