OWP
VRN
Obermeyer Wealth Partners’s Veren VRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,500
| Closed | -$9K | – | 139 |
|
|
2020
Q1 | $9K | Hold |
11,500
| – | – | ﹤0.01% | 119 |
|
|
2019
Q4 | $51K | Hold |
11,500
| – | – | ﹤0.01% | 131 |
|
|
2019
Q3 | $49K | Buy |
+11,500
| New | +$49K | ﹤0.01% | 121 |
|
|
2017
Q1 | – | Sell |
-47,850
| Closed | -$650K | – | 134 |
|
|
2016
Q4 | $650K | Hold |
47,850
| – | – | 0.06% | 69 |
|
|
2016
Q3 | $632K | Hold |
47,850
| – | – | 0.06% | 70 |
|
|
2016
Q2 | $756K | Sell |
47,850
-1,000
| -2% | -$15.8K | 0.08% | 59 |
|
|
2016
Q1 | $676K | Hold |
48,850
| – | – | 0.06% | 60 |
|
|
2015
Q4 | $569K | Hold |
48,850
| – | – | 0.05% | 65 |
|
|
2015
Q3 | $558K | Hold |
48,850
| – | – | 0.06% | 64 |
|
|
2015
Q2 | $1M | Hold |
48,850
| – | – | 0.09% | 59 |
|
|
2015
Q1 | $1.09M | Hold |
48,850
| – | – | 0.09% | 70 |
|
|
2014
Q4 | $1.13M | Buy |
+48,850
| New | +$1.13M | 0.1% | 70 |
|