Berman Capital Advisors’s WPX Energy, Inc. WPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-32,288
| Closed | -$263K | – | 1991 |
|
|
2020
Q4 | $263K | Buy |
32,288
+7,665
| +31% | +$62.4K | 0.06% | 134 |
|
|
2020
Q3 | $119K | Buy |
24,623
+6,800
| +38% | +$32.9K | 0.03% | 207 |
|
|
2020
Q2 | $113K | Sell |
17,823
-2,856
| -14% | -$18.1K | 0.03% | 210 |
|
|
2020
Q1 | $61K | Buy |
20,679
+4,249
| +26% | +$12.5K | 0.02% | 260 |
|
|
2019
Q4 | $224K | Sell |
16,430
-109
| -0.7% | -$1.49K | 0.06% | 125 |
|
|
2019
Q3 | $173K | Buy |
16,539
+763
| +5% | +$7.98K | 0.05% | 146 |
|
|
2019
Q2 | $176K | Buy |
15,776
+1,356
| +9% | +$15.1K | 0.06% | 142 |
|
|
2019
Q1 | $188K | Buy |
14,420
+8,972
| +165% | +$117K | 0.06% | 129 |
|
|
2018
Q4 | $60K | Buy |
+5,448
| New | +$60K | 0.02% | 237 |
|
|
2018
Q2 | – | Sell |
-11,548
| Closed | -$159K | – | 123 |
|
|
2018
Q1 | $159K | Buy |
+11,548
| New | +$159K | 0.06% | 107 |
|