WR Wealth Planners’s VOC Energy VOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,000
| Closed | -$18.2K | – | 1227 |
|
|
2024
Q1 | $18.2K | Buy |
+3,000
| New | +$18.2K | 0.01% | 471 |
|
|
2023
Q4 | – | Sell |
-3,000
| Closed | -$29.3K | – | 844 |
|
|
2023
Q3 | $29.3K | Hold |
3,000
| – | – | 0.01% | 383 |
|
|
2023
Q2 | $23.8K | Hold |
3,000
| – | – | 0.01% | 408 |
|
|
2023
Q1 | $24.8K | Buy |
+3,000
| New | +$24.8K | 0.01% | 398 |
|