Obermeyer Wealth Partners’s Equinor EQNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-15,670
| Closed | -$259K | – | 120 |
|
|
2017
Q2 | $259K | Sell |
15,670
-630
| -4% | -$10.4K | 0.02% | 106 |
|
|
2017
Q1 | $280K | Sell |
16,300
-300
| -2% | -$5.15K | 0.03% | 103 |
|
|
2016
Q4 | $303K | Sell |
16,600
-3,700
| -18% | -$67.5K | 0.03% | 103 |
|
|
2016
Q3 | $341K | Buy |
20,300
+1,050
| +5% | +$17.6K | 0.03% | 96 |
|
|
2016
Q2 | $333K | Buy |
19,250
+1,330
| +7% | +$23K | 0.03% | 94 |
|
|
2016
Q1 | $279K | Sell |
17,920
-1,450
| -7% | -$22.6K | 0.03% | 102 |
|
|
2015
Q4 | $270K | Sell |
19,370
-1,505
| -7% | -$21K | 0.02% | 102 |
|
|
2015
Q3 | $304K | Sell |
20,875
-3,365
| -14% | -$49K | 0.03% | 96 |
|
|
2015
Q2 | $434K | Sell |
24,240
-10,750
| -31% | -$192K | 0.04% | 89 |
|
|
2015
Q1 | $615K | Sell |
34,990
-2,700
| -7% | -$47.5K | 0.05% | 83 |
|
|
2014
Q4 | $664K | Buy |
37,690
+6,120
| +19% | +$108K | 0.06% | 85 |
|
|
2014
Q3 | $857K | Buy |
31,570
+940
| +3% | +$25.5K | 0.21% | 34 |
|
|
2014
Q2 | $944K | Buy |
30,630
+1,725
| +6% | +$53.2K | 0.23% | 33 |
|
|
2014
Q1 | $816K | Sell |
28,905
-4,245
| -13% | -$120K | 0.2% | 34 |
|
|
2013
Q4 | $800K | Sell |
33,150
-500
| -1% | -$12.1K | 0.2% | 36 |
|
|
2013
Q3 | $763K | Buy |
33,650
+2,075
| +7% | +$47.1K | 0.21% | 35 |
|
|
2013
Q2 | $653K | Buy |
+31,575
| New | +$653K | 0.18% | 37 |
|