Plante Moran Financial 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-18
| Closed | -$4.05K | – | 965 |
|
2023
Q4 | $4.05K | Buy |
+18
| New | +$4.05K | ﹤0.01% | 663 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 964 |
|
2022
Q4 | – | Sell |
-400
| Closed | -$87K | – | 996 |
|
2022
Q3 | $87K | Sell |
400
-71
| -15% | -$15.4K | 0.01% | 232 |
|
2022
Q2 | $105K | Buy |
+471
| New | +$105K | 0.02% | 208 |
|
2022
Q1 | – | Sell |
-21
| Closed | -$4K | – | 1058 |
|
2021
Q4 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 867 |
|
2021
Q3 | – | Sell |
-65
| Closed | -$11K | – | 1038 |
|
2021
Q2 | $11K | Buy |
+65
| New | +$11K | ﹤0.01% | 671 |
|
2020
Q2 | – | Sell |
-11
| Closed | -$1K | – | 897 |
|
2020
Q1 | $1K | Sell |
11
-23
| -68% | -$2.09K | ﹤0.01% | 712 |
|
2019
Q4 | $5K | Sell |
34
-22
| -39% | -$3.24K | ﹤0.01% | 624 |
|
2019
Q3 | $7K | Hold |
56
| – | – | ﹤0.01% | 657 |
|
2019
Q2 | $9K | Buy |
56
+3
| +6% | +$482 | ﹤0.01% | 586 |
|
2019
Q1 | $8K | Sell |
53
-14
| -21% | -$2.11K | ﹤0.01% | 582 |
|
2018
Q4 | $9K | Buy |
67
+10
| +18% | +$1.34K | ﹤0.01% | 522 |
|
2018
Q3 | $10K | Buy |
57
+1
| +2% | +$175 | ﹤0.01% | 497 |
|
2018
Q2 | $11K | Sell |
56
-10
| -15% | -$1.96K | 0.01% | 538 |
|
2018
Q1 | $11K | Buy |
66
+34
| +106% | +$5.67K | 0.01% | 595 |
|
2017
Q4 | $6K | Hold |
32
| – | – | ﹤0.01% | 693 |
|
2017
Q3 | $5K | Hold |
32
| – | – | ﹤0.01% | 664 |
|
2017
Q2 | $5K | Sell |
32
-59
| -65% | -$9.22K | ﹤0.01% | 675 |
|
2017
Q1 | $17K | Buy |
91
+51
| +128% | +$9.53K | 0.01% | 507 |
|
2016
Q4 | $7K | Buy |
40
+8
| +25% | +$1.4K | ﹤0.01% | 658 |
|
2016
Q3 | $6K | Hold |
32
| – | – | ﹤0.01% | 672 |
|
2016
Q2 | $5K | Hold |
32
| – | – | ﹤0.01% | 650 |
|
2016
Q1 | $5K | Buy |
32
+13
| +68% | +$2.03K | ﹤0.01% | 596 |
|
2015
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 878 |
|
2014
Q4 | – | Sell |
-55
| Closed | -$11K | – | 866 |
|
2014
Q3 | $11K | Sell |
55
-8
| -13% | -$1.6K | 0.01% | 526 |
|
2014
Q2 | $14K | Buy |
+63
| New | +$14K | 0.01% | 447 |
|