Summit Wealth & Retirement Planning’s Vermilion Energy VET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,149
| Closed | -$45K | – | 115 |
|
|
2020
Q2 | $45K | Hold |
10,149
| – | – | 0.02% | 110 |
|
|
2020
Q1 | $32K | Sell |
10,149
-589
| -5% | -$1.86K | 0.02% | 112 |
|
|
2019
Q4 | $176K | Sell |
10,738
-7,261
| -40% | -$119K | 0.08% | 124 |
|
|
2019
Q3 | $301K | Hold |
17,999
| – | – | 0.18% | 98 |
|
|
2019
Q2 | $391K | Sell |
17,999
-2,470
| -12% | -$53.7K | 0.23% | 89 |
|
|
2019
Q1 | $506K | Hold |
20,469
| – | – | 0.3% | 77 |
|
|
2018
Q4 | $431K | Buy |
+20,469
| New | +$431K | 0.33% | 67 |
|