EWM
WPX
Evercore Wealth Management’s WPX Energy, Inc. WPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-499
| Closed | -$7K | – | 864 |
|
|
2017
Q4 | $7K | Hold |
499
| – | – | ﹤0.01% | 841 |
|
|
2017
Q3 | $6K | Hold |
499
| – | – | ﹤0.01% | 838 |
|
|
2017
Q2 | $5K | Hold |
499
| – | – | ﹤0.01% | 897 |
|
|
2017
Q1 | $6K | Sell |
499
-9,513
| -95% | -$114K | ﹤0.01% | 873 |
|
|
2016
Q4 | $145K | Buy |
10,012
+9,513
| +1,906% | +$138K | 0.01% | 431 |
|
|
2016
Q3 | $6K | Sell |
499
-166
| -25% | -$2K | ﹤0.01% | 924 |
|
|
2016
Q2 | $7K | Hold |
665
| – | – | ﹤0.01% | 890 |
|
|
2016
Q1 | $4K | Hold |
665
| – | – | ﹤0.01% | 892 |
|
|
2015
Q4 | $4K | Buy |
665
+100
| +18% | +$602 | ﹤0.01% | 953 |
|
|
2015
Q3 | $3K | Sell |
565
-16
| -3% | -$85 | ﹤0.01% | 915 |
|
|
2015
Q2 | $7K | Sell |
581
-66
| -10% | -$795 | ﹤0.01% | 968 |
|
|
2015
Q1 | $8K | Buy |
647
+66
| +11% | +$816 | ﹤0.01% | 897 |
|
|
2014
Q4 | $7K | Sell |
581
-66
| -10% | -$795 | ﹤0.01% | 777 |
|
|
2014
Q3 | $16K | Hold |
647
| – | – | ﹤0.01% | 769 |
|
|
2014
Q2 | $16K | Hold |
647
| – | – | ﹤0.01% | 775 |
|
|
2014
Q1 | $11K | Sell |
647
-6,771
| -91% | -$115K | ﹤0.01% | 821 |
|
|
2013
Q4 | $149K | Sell |
7,418
-840
| -10% | -$16.9K | 0.01% | 400 |
|
|
2013
Q3 | $157K | Sell |
8,258
-176
| -2% | -$3.35K | 0.01% | 422 |
|
|
2013
Q2 | $158K | Buy |
+8,434
| New | +$158K | 0.01% | 429 |
|