Lundin Energy (LUNE.SS, Market Cap Â£5750m, SEK 248.7, 4.0% of JIC Portfolio and 0.0% of JIC Top 10)
Further to my earlier post, I have increased Lundin Energy to my target 4.0% of the JIC Portfolio.
I bought 376 shares, paying 2056.1p (251 SEK)
Rockrose Energy (RRE.L, Market Cap Â£114m, 885p, 3.0% of JIC Portfolio and 4.8% of JIC Top 10)
In order to partially pay for the increase in my Lundin Energy position this morning and to keep my oil exposure from going over 10.0%, I have reduced Rockrose Energy to 3.0% of the JIC Portfolio. That moves it towards my 2.0% target weighting.
I received 885p for 734 Rockrose shares
See JIC Portfolio tab above for updated portfolio and transaction details