SPWM
Straight Path Wealth Management’s Ecopetrol EC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,000
| Closed | -$157K | – | 119 |
|
|
2025
Q1 | $157K | Hold |
15,000
| – | – | 0.06% | 106 |
|
|
2024
Q4 | $119K | Hold |
15,000
| – | – | 0.05% | 94 |
|
|
2024
Q3 | $134K | Buy |
15,000
+400
| +3% | +$3.57K | 0.06% | 96 |
|
|
2024
Q2 | $163K | Buy |
14,600
+1,000
| +7% | +$11.2K | 0.08% | 92 |
|
|
2024
Q1 | $161K | Hold |
13,600
| – | – | 0.09% | 86 |
|
|
2023
Q4 | $162K | Sell |
13,600
-18,400
| -58% | -$219K | 0.1% | 86 |
|
|
2023
Q3 | $371K | Hold |
32,000
| – | – | 0.25% | 53 |
|
|
2023
Q2 | $328K | Buy |
32,000
+18,000
| +129% | +$185K | 0.23% | 56 |
|
|
2023
Q1 | $148K | Buy |
+14,000
| New | +$148K | 0.12% | 67 |
|