Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-601
| Closed | -$3K | – | 2480 |
|
|
2019
Q1 | $3K | Buy |
601
+149
| +33% | +$744 | ﹤0.01% | 2095 |
|
|
2018
Q4 | $2K | Sell |
452
-243
| -35% | -$1.08K | ﹤0.01% | 2180 |
|
|
2018
Q3 | $6K | Sell |
695
-2,397
| -78% | -$20.7K | ﹤0.01% | 1763 |
|
|
2018
Q2 | $34K | Buy |
3,092
+2,735
| +766% | +$30.1K | ﹤0.01% | 1104 |
|
|
2018
Q1 | $3K | Buy |
357
+31
| +10% | +$261 | ﹤0.01% | 2102 |
|
|
2017
Q4 | $3K | Buy |
326
+314
| +2,617% | +$2.89K | ﹤0.01% | 2055 |
|
|
2017
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2577 |
|
|
2016
Q1 | – | Sell |
-189
| Closed | -$2K | – | 1914 |
|
|
2015
Q4 | $2K | Buy |
+189
| New | +$2K | ﹤0.01% | 1556 |
|