Sterling Investment Advisors (Pennsylvania)’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$68K | – | 417 |
|
|
2018
Q4 | $68K | Hold |
10,000
| – | – | 0.04% | 168 |
|
|
2018
Q3 | $111K | Hold |
10,000
| – | – | 0.06% | 150 |
|
|
2018
Q2 | $98K | Hold |
10,000
| – | – | 0.06% | 147 |
|
|
2018
Q1 | $81K | Hold |
10,000
| – | – | 0.05% | 157 |
|
|
2017
Q4 | $69K | Hold |
10,000
| – | – | 0.04% | 161 |
|
|
2017
Q3 | $72K | Hold |
10,000
| – | – | 0.05% | 152 |
|
|
2017
Q2 | $81K | Buy |
10,000
+6,000
| +150% | +$48.6K | 0.05% | 146 |
|
|
2017
Q1 | $32K | Buy |
+4,000
| New | +$32K | 0.02% | 206 |
|