WFG Advisors’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $26K | Hold |
125
| – | – | 0.01% | 882 |
|
|
2017
Q1 | $37K | Hold |
125
| – | – | 0.01% | 741 |
|
|
2016
Q4 | $35K | Hold |
125
| – | – | 0.01% | 804 |
|
|
2016
Q3 | $32K | Hold |
125
| – | – | 0.01% | 823 |
|
|
2016
Q2 | $26K | Buy |
125
+25
| +25% | +$5.2K | 0.01% | 859 |
|
|
2016
Q1 | $16K | Hold |
100
| – | – | ﹤0.01% | 936 |
|
|
2015
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 950 |
|
|
2015
Q3 | $19K | Hold |
100
| – | – | 0.01% | 913 |
|
|
2015
Q2 | $25K | Hold |
100
| – | – | 0.01% | 919 |
|
|
2015
Q1 | $26K | Sell |
100
-370
| -79% | -$96.2K | 0.01% | 917 |
|
|
2014
Q4 | $97K | Buy |
470
+185
| +65% | +$38.2K | 0.02% | 651 |
|
|
2014
Q3 | $128K | Hold |
285
| – | – | 0.02% | 576 |
|
|
2014
Q2 | $177K | Buy |
285
+20
| +8% | +$12.4K | 0.03% | 478 |
|
|
2014
Q1 | $137K | Buy |
+265
| New | +$137K | 0.03% | 533 |
|