CAPTRUST Financial Advisors’s WPX Energy, Inc. WPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,862
| Closed | -$15K | – | 4617 |
|
|
2020
Q4 | $15K | Buy |
1,862
+838
| +82% | +$6.75K | ﹤0.01% | 2411 |
|
|
2020
Q3 | $5K | Sell |
1,024
-7,488
| -88% | -$36.6K | ﹤0.01% | 2561 |
|
|
2020
Q2 | $52K | Buy |
+8,512
| New | +$52K | ﹤0.01% | 1617 |
|
|
2019
Q4 | – | Sell |
-714
| Closed | -$8K | – | 2004 |
|
|
2019
Q3 | $8K | Hold |
714
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q2 | $8K | Hold |
714
| – | – | ﹤0.01% | 1561 |
|
|
2019
Q1 | $9K | Buy |
714
+114
| +19% | +$1.44K | ﹤0.01% | 1431 |
|
|
2018
Q4 | $7K | Hold |
600
| – | – | ﹤0.01% | 1296 |
|
|
2018
Q3 | $12K | Sell |
600
-1,171
| -66% | -$23.4K | ﹤0.01% | 1195 |
|
|
2018
Q2 | $32K | Buy |
1,771
+612
| +53% | +$11.1K | ﹤0.01% | 809 |
|
|
2018
Q1 | $16K | Buy |
1,159
+367
| +46% | +$5.07K | ﹤0.01% | 909 |
|
|
2017
Q4 | $11K | Buy |
+792
| New | +$11K | ﹤0.01% | 972 |
|