Reilly Financial Advisors’s US Energy Corp USEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 1008 |
|
2021
Q3 | – | Sell |
-500
| Closed | -$2K | – | 1057 |
|
2021
Q2 | $2K | Hold |
500
| – | – | ﹤0.01% | 925 |
|
2021
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 950 |
|
2020
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 818 |
|
2020
Q3 | $2K | Hold |
500
| – | – | ﹤0.01% | 770 |
|
2020
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 783 |
|
2020
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 807 |
|
2019
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 822 |
|
2019
Q3 | $2K | Hold |
500
| – | – | ﹤0.01% | 833 |
|
2019
Q2 | $2K | Hold |
500
| – | – | ﹤0.01% | 875 |
|
2019
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 833 |
|
2018
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 838 |
|
2018
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 837 |
|
2018
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 757 |
|
2018
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 747 |
|
2017
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 729 |
|
2017
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 813 |
|
2017
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 854 |
|
2017
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 799 |
|
2016
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 646 |
|
2016
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 556 |
|
2016
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 524 |
|
2016
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 562 |
|
2015
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 712 |
|
2015
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 677 |
|
2015
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 737 |
|
2015
Q1 | $34K | Buy |
+500
| New | +$34K | 0.01% | 514 |
|
2014
Q3 | – | Sell |
-500
| Closed | -$126K | – | 863 |
|
2014
Q2 | $126K | Hold |
500
| – | – | 0.03% | 158 |
|
2014
Q1 | $143K | Hold |
500
| – | – | 0.03% | 145 |
|
2013
Q4 | $113K | Hold |
500
| – | – | 0.03% | 151 |
|
2013
Q3 | $64K | Hold |
500
| – | – | 0.02% | 187 |
|
2013
Q2 | $62K | Buy |
+500
| New | +$62K | 0.02% | 186 |
|