RWA
JONE
RGT Wealth Advisors’s Jones Energy, Inc. JONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-113,568
| Closed | -$91K | – | 101 |
|
|
2018
Q1 | $91K | Buy |
113,568
+62,540
| +123% | +$50.1K | 0.04% | 103 |
|
|
2017
Q4 | $56K | Hold |
51,028
| – | – | 0.03% | 97 |
|
|
2017
Q3 | $98K | Hold |
51,028
| – | – | 0.07% | 91 |
|
|
2017
Q2 | $82K | Buy |
51,028
+30,409
| +147% | +$48.9K | 0.06% | 88 |
|
|
2017
Q1 | $53K | Buy |
20,619
+1,657
| +9% | +$4.26K | 0.04% | 99 |
|
|
2016
Q4 | $95K | Buy |
+18,962
| New | +$95K | 0.05% | 119 |
|