Wealthspire Advisors (Maryland)’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-40
| Closed | -$3K | – | 2608 |
|
|
2018
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 2003 |
|
|
2018
Q3 | – | Sell |
-8
| Closed | -$1K | – | 2524 |
|
|
2018
Q2 | $1K | Buy |
8
+7
| +700% | +$875 | ﹤0.01% | 2371 |
|
|
2018
Q1 | $0 | Sell |
1
-277
| -100% | – | ﹤0.01% | 2657 |
|
|
2017
Q4 | $59K | Buy |
278
+11
| +4% | +$2.34K | 0.01% | 936 |
|
|
2017
Q3 | $69K | Buy |
267
+74
| +38% | +$19.1K | 0.01% | 856 |
|
|
2017
Q2 | $41K | Sell |
193
-122
| -39% | -$25.9K | ﹤0.01% | 1016 |
|
|
2017
Q1 | $92K | Buy |
315
+25
| +9% | +$7.3K | 0.01% | 632 |
|
|
2016
Q4 | $82K | Sell |
290
-52
| -15% | -$14.7K | 0.01% | 644 |
|
|
2016
Q3 | $88K | Buy |
342
+46
| +16% | +$11.8K | 0.01% | 610 |
|
|
2016
Q2 | $62K | Buy |
296
+149
| +101% | +$31.2K | 0.01% | 676 |
|
|
2016
Q1 | $23K | Buy |
147
+85
| +137% | +$13.3K | ﹤0.01% | 932 |
|
|
2015
Q4 | $10K | Buy |
+62
| New | +$10K | ﹤0.01% | 1203 |
|