WP
SRCI

WealthPLAN Partners’s SRC Energy Inc SRCI Stock Holding History

WealthPLAN Partners’s Portfolio SRCI Stock Details SRCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-41,000
Closed -$176K – 254
2019
Q2 		$176K Sell
41,000
-100,000
-71% -$544K 0.03% 228
2019
Q1 		$770K Sell
141,000
-46,000
-25% -$225K 0.12% 123
2018
Q4 		$840K Buy
+187,000
New +$1.25M 0.14% 114
2018
Q2 		– Sell
-261,000
Closed -$2.46M – 277
2018
Q1 		$2.46M Buy
261,000
+6,000
+2% +$54.8K 0.54% 50
2017
Q4 		$2.17M Buy
255,000
+205,000
+410% +$1.81M 0.58% 46
2017
Q3 		$484K Hold
50,000
– – 0.14% 115
2017
Q2 		$337K Buy
+50,000
New +$367K 0.1% 130

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MP
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SCP
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LM
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DBC
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