SIM
Sandia Investment Management’s Liberty Energy LBRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,300
| Closed | -$117K | – | 151 |
|
|
2023
Q3 | $117K | Sell |
6,300
-8,700
| -58% | -$161K | 0.03% | 130 |
|
|
2023
Q2 | $201K | Hold |
15,000
| – | – | 0.04% | 96 |
|
|
2023
Q1 | $192K | Hold |
15,000
| – | – | 0.04% | 130 |
|
|
2022
Q4 | $240K | Buy |
15,000
+5,000
| +50% | +$80.1K | 0.04% | 130 |
|
|
2022
Q3 | $127K | Hold |
10,000
| – | – | 0.02% | 189 |
|
|
2022
Q2 | $128K | Buy |
+10,000
| New | +$128K | 0.02% | 247 |
|