Sheaff Brock Investment Advisors’s PDC Energy, Inc. PDCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,522
| Closed | -$820K | – | 494 |
|
|
2023
Q2 | $820K | Hold |
11,522
| – | – | 0.07% | 189 |
|
|
2023
Q1 | $739K | Hold |
11,522
| – | – | 0.07% | 202 |
|
|
2022
Q4 | $731K | Hold |
11,522
| – | – | 0.07% | 201 |
|
|
2022
Q3 | $666K | Hold |
11,522
| – | – | 0.07% | 199 |
|
|
2022
Q2 | $710K | Hold |
11,522
| – | – | 0.06% | 196 |
|
|
2022
Q1 | $837K | Hold |
11,522
| – | – | 0.06% | 201 |
|
|
2021
Q4 | $562K | Hold |
11,522
| – | – | 0.04% | 254 |
|
|
2021
Q3 | $546K | Hold |
11,522
| – | – | 0.04% | 247 |
|
|
2021
Q2 | $528K | Hold |
11,522
| – | – | 0.04% | 257 |
|
|
2021
Q1 | $396K | Hold |
11,522
| – | – | 0.03% | 293 |
|
|
2020
Q4 | $237K | Hold |
11,522
| – | – | 0.02% | 382 |
|
|
2020
Q3 | $143K | Hold |
11,522
| – | – | 0.01% | 410 |
|
|
2020
Q2 | $143K | Hold |
11,522
| – | – | 0.01% | 401 |
|
|
2020
Q1 | $72K | Hold |
11,522
| – | – | 0.01% | 378 |
|
|
2019
Q4 | $302K | Sell |
11,522
-210
| -2% | -$5.5K | 0.03% | 330 |
|
|
2019
Q3 | $326K | Hold |
11,732
| – | – | 0.04% | 315 |
|
|
2019
Q2 | $423K | Hold |
11,732
| – | – | 0.05% | 271 |
|
|
2019
Q1 | $477K | Hold |
11,732
| – | – | 0.06% | 253 |
|
|
2018
Q4 | $349K | Hold |
11,732
| – | – | 0.05% | 285 |
|
|
2018
Q3 | $574K | Hold |
11,732
| – | – | 0.05% | 239 |
|
|
2018
Q2 | $709K | Hold |
11,732
| – | – | 0.07% | 194 |
|
|
2018
Q1 | $575K | Hold |
11,732
| – | – | 0.06% | 222 |
|
|
2017
Q4 | $605K | Buy |
11,732
+210
| +2% | +$10.8K | 0.08% | 226 |
|
|
2017
Q3 | $565K | Hold |
11,522
| – | – | 0.07% | 238 |
|
|
2017
Q2 | $497K | Hold |
11,522
| – | – | 0.07% | 273 |
|
|
2017
Q1 | $718K | Hold |
11,522
| – | – | 0.09% | 213 |
|
|
2016
Q4 | $836K | Hold |
11,522
| – | – | 0.11% | 198 |
|
|
2016
Q3 | $773K | Hold |
11,522
| – | – | 0.1% | 203 |
|
|
2016
Q2 | $664K | Hold |
11,522
| – | – | 0.08% | 228 |
|
|
2016
Q1 | $685K | Sell |
11,522
-250
| -2% | -$14.9K | 0.08% | 226 |
|
|
2015
Q4 | $628K | Buy |
+11,772
| New | +$628K | 0.07% | 274 |
|