Plante Moran Financial Advisors’s CIMAREX ENERGY CO XEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-58
| Closed | -$7K | – | 926 |
|
2017
Q3 | $7K | Hold |
58
| – | – | ﹤0.01% | 617 |
|
2017
Q2 | $5K | Hold |
58
| – | – | ﹤0.01% | 681 |
|
2017
Q1 | $7K | Sell |
58
-333
| -85% | -$40.2K | ﹤0.01% | 662 |
|
2016
Q4 | $53K | Buy |
391
+91
| +30% | +$12.3K | 0.03% | 317 |
|
2016
Q3 | $40K | Hold |
300
| – | – | 0.03% | 368 |
|
2016
Q2 | $36K | Buy |
+300
| New | +$36K | 0.03% | 343 |
|
2016
Q1 | – | Sell |
-45
| Closed | -$4K | – | 1081 |
|
2015
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 793 |
|
2015
Q3 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 594 |
|