Nicolet Advisory Services’s Crescent Energy CRGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,920
| Closed | -$205K | – | 345 |
|
|
2023
Q4 | $205K | Hold |
16,920
| – | – | 0.02% | 303 |
|
|
2023
Q3 | $185K | Hold |
16,920
| – | – | 0.02% | 304 |
|
|
2023
Q2 | $170K | Hold |
16,920
| – | – | 0.02% | 299 |
|
|
2023
Q1 | $201K | Hold |
16,920
| – | – | 0.02% | 271 |
|
|
2022
Q4 | $207K | Hold |
16,920
| – | – | 0.03% | 227 |
|
|
2022
Q3 | $244K | Hold |
16,920
| – | – | 0.04% | 159 |
|
|
2022
Q2 | $207K | Buy |
+16,920
| New | +$207K | 0.03% | 175 |
|
|
2022
Q1 | – | Sell |
-16,920
| Closed | -$215K | – | 205 |
|
|
2021
Q4 | $215K | Buy |
+16,920
| New | +$215K | 0.03% | 189 |
|