WAM
Worth Asset Management’s HighPeak Energy HPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,207
| Closed | -$13.1K | – | 228 |
|
|
2023
Q2 | $13.1K | Sell |
1,207
-425
| -26% | -$4.62K | 0.01% | 271 |
|
|
2023
Q1 | $37.5K | Buy |
1,632
+350
| +27% | +$8.05K | 0.03% | 203 |
|
|
2022
Q4 | $29.3K | Buy |
1,282
+690
| +117% | +$15.8K | 0.02% | 231 |
|
|
2022
Q3 | $13K | Sell |
592
-998
| -63% | -$21.9K | 0.01% | 256 |
|
|
2022
Q2 | $41K | Buy |
+1,590
| New | +$41K | 0.03% | 215 |
|