Wealthspire Advisors (Maryland)’s Ring Energy REI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-480
| Closed | -$2K | – | 2576 |
|
|
2018
Q4 | $2K | Buy |
480
+292
| +155% | +$1.22K | ﹤0.01% | 2118 |
|
|
2018
Q3 | $2K | Buy |
188
+50
| +36% | +$532 | ﹤0.01% | 2179 |
|
|
2018
Q2 | $2K | Sell |
138
-2,269
| -94% | -$32.9K | ﹤0.01% | 2187 |
|
|
2018
Q1 | $35K | Buy |
2,407
+97
| +4% | +$1.41K | ﹤0.01% | 1118 |
|
|
2017
Q4 | $32K | Hold |
2,310
| – | – | ﹤0.01% | 1167 |
|
|
2017
Q3 | $33K | Buy |
+2,310
| New | +$33K | ﹤0.01% | 1116 |
|