Ritholtz Wealth Management’s Evolution Petroleum EPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,065
| Closed | -$86.4K | – | 829 |
|
|
2024
Q1 | $86.4K | Sell |
14,065
-1,649
| -10% | -$10.1K | ﹤0.01% | 772 |
|
|
2023
Q4 | $91.3K | Buy |
15,714
+5,206
| +50% | +$30.2K | ﹤0.01% | 736 |
|
|
2023
Q3 | $71.9K | Sell |
10,508
-2,388
| -19% | -$16.3K | ﹤0.01% | 687 |
|
|
2023
Q2 | $104K | Buy |
+12,896
| New | +$104K | ﹤0.01% | 652 |
|
|
2022
Q4 | – | Sell |
-10,167
| Closed | -$71K | – | 626 |
|
|
2022
Q3 | $71K | Buy |
+10,167
| New | +$71K | ﹤0.01% | 696 |
|