Perennial Investment Advisors’s Patterson-UTI PTEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,114
| Closed | -$130K | – | 345 |
|
|
2023
Q1 | $130K | Sell |
11,114
-800
| -7% | -$9.36K | 0.02% | 322 |
|
|
2022
Q4 | $201K | Hold |
11,914
| – | – | 0.08% | 205 |
|
|
2022
Q3 | $139K | Sell |
11,914
-200
| -2% | -$2.33K | 0.06% | 195 |
|
|
2022
Q2 | $190K | Sell |
12,114
-2,000
| -14% | -$31.4K | 0.07% | 190 |
|
|
2022
Q1 | $219K | Buy |
+14,114
| New | +$219K | 0.07% | 193 |
|