Sanders Morris Harris’s Yuma Energy Inc YUMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-21,667
| Closed | – | – | 242 |
|
|
2020
Q1 | $0 | Buy |
+21,667
| New | – | ﹤0.01% | 300 |
|
|
2019
Q4 | – | Sell |
-21,667
| Closed | -$68K | – | 312 |
|
|
2019
Q3 | $68K | Hold |
21,667
| – | – | 0.02% | 272 |
|
|
2019
Q2 | $66K | Sell |
21,667
-2,666
| -11% | -$8.12K | 0.02% | 264 |
|
|
2019
Q1 | $43K | Sell |
24,333
-274,913
| -92% | -$486K | 0.02% | 123 |
|
|
2018
Q4 | $673K | Sell |
299,246
-92,960
| -24% | -$209K | 0.37% | 48 |
|
|
2018
Q3 | $2.35M | Sell |
392,206
-21,033
| -5% | -$126K | 1.1% | 22 |
|
|
2018
Q2 | $3.32M | Sell |
413,239
-261
| -0.1% | -$2.1K | 1.54% | 18 |
|
|
2018
Q1 | $6.76M | Buy |
413,500
+15,727
| +4% | +$257K | 2.83% | 10 |
|
|
2017
Q4 | $6.97M | Buy |
397,773
+84,785
| +27% | +$1.49M | 2.94% | 11 |
|
|
2017
Q3 | $4.47M | Buy |
312,988
+278,591
| +810% | +$3.98M | 1.9% | 11 |
|
|
2017
Q2 | $480K | Hold |
34,397
| – | – | 0.2% | 64 |
|
|
2017
Q1 | $1.21M | Sell |
34,397
-262
| -0.8% | -$9.19K | 0.44% | 50 |
|
|
2016
Q4 | $1.77M | Sell |
34,659
-1,263
| -4% | -$64.4K | 0.82% | 26 |
|
|
2016
Q3 | $2.69M | Sell |
35,922
-79
| -0.2% | -$5.93K | 0.82% | 31 |
|
|
2016
Q2 | $3.15M | Buy |
36,001
+76
| +0.2% | +$6.65K | 0.73% | 24 |
|
|
2016
Q1 | $2.22M | Buy |
+35,925
| New | +$2.22M | 0.38% | 58 |
|