SSWM
CPE
Sheets Smith Wealth Management’s Callon Petroleum Company CPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-48,851
| Closed | -$525K | – | 353 |
|
|
2018
Q2 | $525K | Buy |
+48,851
| New | +$525K | 0.12% | 180 |
|
|
2017
Q1 | – | Sell |
-51,590
| Closed | -$793K | – | 306 |
|
|
2016
Q4 | $793K | Sell |
51,590
-2,923
| -5% | -$44.9K | 0.22% | 125 |
|
|
2016
Q3 | $856K | Buy |
+54,513
| New | +$856K | 0.24% | 127 |
|