WealthPLAN Partners’s SRC Energy Inc SRCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-41,000
| Closed | -$176K | – | 249 |
|
|
2019
Q2 | $176K | Sell |
41,000
-100,000
| -71% | -$429K | 0.03% | 228 |
|
|
2019
Q1 | $770K | Sell |
141,000
-46,000
| -25% | -$251K | 0.12% | 123 |
|
|
2018
Q4 | $840K | Buy |
+187,000
| New | +$840K | 0.14% | 114 |
|
|
2018
Q2 | – | Sell |
-261,000
| Closed | -$2.46M | – | 275 |
|
|
2018
Q1 | $2.46M | Buy |
261,000
+6,000
| +2% | +$56.6K | 0.54% | 50 |
|
|
2017
Q4 | $2.18M | Buy |
255,000
+205,000
| +410% | +$1.75M | 0.58% | 46 |
|
|
2017
Q3 | $484K | Hold |
50,000
| – | – | 0.14% | 115 |
|
|
2017
Q2 | $337K | Buy |
+50,000
| New | +$337K | 0.1% | 130 |
|