WR Wealth Planners’s Patterson-UTI PTEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $526 | Buy |
64
+1
| +2% | +$8 | ﹤0.01% | 981 |
|
|
2024
Q3 | $482 | Buy |
63
+1
| +2% | +$8 | ﹤0.01% | 1033 |
|
|
2024
Q2 | $647 | Hold |
62
| – | – | ﹤0.01% | 999 |
|
|
2024
Q1 | $739 | Buy |
+62
| New | +$739 | ﹤0.01% | 1001 |
|
|
2023
Q4 | – | Sell |
-61
| Closed | -$845 | – | 684 |
|
|
2023
Q3 | $845 | Hold |
61
| – | – | ﹤0.01% | 840 |
|
|
2023
Q2 | $727 | Buy |
61
+1
| +2% | +$12 | ﹤0.01% | 839 |
|
|
2023
Q1 | $706 | Hold |
60
| – | – | ﹤0.01% | 850 |
|
|
2022
Q4 | $1.01K | Hold |
60
| – | – | ﹤0.01% | 430 |
|
|
2022
Q3 | $696 | Buy |
60
+1
| +2% | +$12 | ﹤0.01% | 434 |
|
|
2022
Q2 | $937 | Hold |
59
| – | – | ﹤0.01% | 458 |
|
|
2022
Q1 | $918 | Buy |
+59
| New | +$918 | ﹤0.01% | 464 |
|