Reilly Financial Advisors’s Penn West Energy Petroleum Ltd PWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Hold |
0
| – | – | – | 926 |
|
|
2016
Q1 | – | Sell |
-1,704
| Closed | -$1K | – | 1159 |
|
|
2015
Q4 | $1K | Buy |
1,704
+1,454
| +582% | +$853 | ﹤0.01% | 890 |
|
|
2015
Q3 | $0 | Sell |
250
-400
| -62% | – | ﹤0.01% | 1441 |
|
|
2015
Q2 | $1K | Buy |
650
+400
| +160% | +$615 | ﹤0.01% | 1310 |
|
|
2015
Q1 | $0 | Buy |
+250
| New | – | ﹤0.01% | 1397 |
|
|
2014
Q4 | – | Sell |
-250
| Closed | -$2K | – | 882 |
|
|
2014
Q3 | $2K | Hold |
250
| – | – | ﹤0.01% | 783 |
|
|
2014
Q2 | $2K | Hold |
250
| – | – | ﹤0.01% | 800 |
|
|
2014
Q1 | $2K | Hold |
250
| – | – | ﹤0.01% | 769 |
|
|
2013
Q4 | $2K | Hold |
250
| – | – | ﹤0.01% | 816 |
|
|
2013
Q3 | $3K | Hold |
250
| – | – | ﹤0.01% | 682 |
|
|
2013
Q2 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 723 |
|