Summit Wealth & Retirement Planning’s Diamondback Energy FANG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,637
| Closed | -$356K | – | 73 |
|
|
2023
Q1 | $356K | Buy |
2,637
+382
| +17% | +$51.6K | 0.13% | 70 |
|
|
2022
Q4 | $308K | Hold |
2,255
| – | – | 0.13% | 81 |
|
|
2022
Q3 | $272K | Hold |
2,255
| – | – | 0.11% | 91 |
|
|
2022
Q2 | $273K | Sell |
2,255
-29
| -1% | -$3.51K | 0.1% | 95 |
|
|
2022
Q1 | $313K | Buy |
+2,284
| New | +$313K | 0.11% | 83 |
|