SWA
PDCE
Sutton Wealth Advisors’s PDC Energy, Inc. PDCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,898
| Closed | -$120K | – | 1655 |
|
|
2022
Q4 | $120K | Buy |
1,898
+1,895
| +63,167% | +$120K | 0.05% | 226 |
|
|
2022
Q3 | $173 | Sell |
3
-8
| -73% | -$461 | ﹤0.01% | 1564 |
|
|
2022
Q2 | $678 | Buy |
11
+5
| +83% | +$308 | ﹤0.01% | 1388 |
|
|
2022
Q1 | $436 | Sell |
6
-1,306
| -100% | -$94.9K | ﹤0.01% | 1503 |
|
|
2021
Q4 | $64K | Buy |
1,312
+246
| +23% | +$12K | 0.02% | 352 |
|
|
2021
Q3 | $50.5K | Buy |
1,066
+41
| +4% | +$1.94K | 0.02% | 390 |
|
|
2021
Q2 | $46.9K | Hold |
1,025
| – | – | 0.02% | 422 |
|
|
2021
Q1 | $35.3K | Hold |
1,025
| – | – | 0.01% | 494 |
|
|
2020
Q4 | $21K | Sell |
1,025
-436
| -30% | -$8.95K | 0.01% | 594 |
|
|
2020
Q3 | $18.1K | Hold |
1,461
| – | – | 0.01% | 573 |
|
|
2020
Q2 | $18.2K | Buy |
+1,461
| New | +$18.2K | 0.01% | 564 |
|
|
2020
Q1 | – | Sell |
-976
| Closed | -$25.5K | – | 1280 |
|
|
2019
Q4 | $25.5K | Buy |
976
+158
| +19% | +$4.14K | 0.01% | 509 |
|
|
2019
Q3 | $22.7K | Sell |
818
-300
| -27% | -$8.33K | 0.01% | 540 |
|
|
2019
Q2 | $40.3K | Sell |
1,118
-207
| -16% | -$7.46K | 0.02% | 356 |
|
|
2019
Q1 | $53.9K | Buy |
1,325
+1,118
| +540% | +$45.5K | 0.03% | 279 |
|
|
2018
Q4 | $6.16K | Sell |
207
-624
| -75% | -$18.6K | ﹤0.01% | 848 |
|
|
2018
Q3 | $40.7K | Sell |
831
-108
| -12% | -$5.29K | 0.03% | 334 |
|
|
2018
Q2 | $56.8K | Buy |
939
+108
| +13% | +$6.53K | 0.04% | 262 |
|
|
2018
Q1 | $40.7K | Hold |
831
| – | – | 0.03% | 330 |
|
|
2017
Q4 | $42.8K | Buy |
831
+369
| +80% | +$19K | 0.03% | 313 |
|
|
2017
Q3 | $22.7K | Sell |
462
-253
| -35% | -$12.4K | 0.02% | 502 |
|
|
2017
Q2 | $30.8K | Buy |
715
+233
| +48% | +$10K | 0.02% | 384 |
|
|
2017
Q1 | $30.1K | Sell |
482
-115
| -19% | -$7.17K | 0.03% | 373 |
|
|
2016
Q4 | $43.3K | Buy |
597
+115
| +24% | +$8.35K | 0.04% | 289 |
|
|
2016
Q3 | $32.3K | Hold |
482
| – | – | 0.03% | 335 |
|
|
2016
Q2 | $27.8K | Hold |
482
| – | – | 0.03% | 350 |
|
|
2016
Q1 | $28.7K | Buy |
+482
| New | +$28.7K | 0.03% | 348 |
|