SWA
Safir Wealth Advisors’s PrimeEnergy Resources PNRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,244
| Closed | -$283K | – | 15 |
|
2025
Q1 | $283K | Hold |
1,244
| – | – | 0.23% | 13 |
|
2024
Q4 | $273K | Buy |
+1,244
| New | +$273K | 0.21% | 14 |
|
2021
Q1 | – | Sell |
-1,244
| Closed | -$54K | – | 35 |
|
2020
Q4 | $54K | Buy |
+1,244
| New | +$54K | 0.05% | 32 |
|