Optimum Investment Advisors’s Energen EGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,900
| Closed | -$164K | – | 1068 |
|
2018
Q3 | $164K | Sell |
1,900
-1,600
| -46% | -$138K | 0.05% | 328 |
|
2018
Q2 | $255K | Hold |
3,500
| – | – | 0.07% | 258 |
|
2018
Q1 | $220K | Hold |
3,500
| – | – | 0.06% | 268 |
|
2017
Q4 | $201K | Buy |
+3,500
| New | +$201K | 0.06% | 298 |
|
2017
Q3 | – | Sell |
-4,609
| Closed | -$228K | – | 311 |
|
2017
Q2 | $228K | Buy |
+4,609
| New | +$228K | 0.08% | 261 |
|