U.S. Capital Wealth Advisors’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,055
| Closed | -$28.7K | – | 1292 |
|
2022
Q4 | $28.7K | Sell |
3,055
-24,995
| -89% | -$235K | ﹤0.01% | 1021 |
|
2022
Q3 | $191K | Hold |
28,050
| – | – | 0.01% | 597 |
|
2022
Q2 | $168K | Hold |
28,050
| – | – | 0.01% | 630 |
|
2022
Q1 | $226K | Buy |
28,050
+1,000
| +4% | +$8.06K | 0.01% | 649 |
|
2021
Q4 | $162K | Hold |
27,050
| – | – | 0.01% | 685 |
|
2021
Q3 | $181K | Buy |
+27,050
| New | +$181K | 0.01% | 686 |
|