WFA
West Financial Advisors’s Permian Resources PR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $918 | Hold |
67
| – | – | ﹤0.01% | 194 |
|
2025
Q1 | $923 | Buy |
67
+1
| +2% | +$14 | ﹤0.01% | 190 |
|
2024
Q4 | $948 | Buy |
66
+1
| +2% | +$14 | ﹤0.01% | 187 |
|
2024
Q3 | $889 | Hold |
65
| – | – | ﹤0.01% | 176 |
|
2024
Q2 | $1.05K | Buy |
+65
| New | +$1.05K | ﹤0.01% | 147 |
|