Summit Trail 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-30,008
| Closed | -$341K | – | 140 |
|
|
2018
Q4 | $341K | Buy |
30,008
+6,808
| +29% | +$77.4K | 0.12% | 72 |
|
|
2018
Q3 | $467K | Hold |
23,200
| – | – | 0.1% | 109 |
|
|
2018
Q2 | $418K | Buy |
23,200
+5,357
| +30% | +$96.5K | 0.15% | 82 |
|
|
2018
Q1 | $10K | Buy |
17,843
+17,530
| +5,601% | +$9.83K | ﹤0.01% | 412 |
|
|
2017
Q4 | $5K | Buy |
+313
| New | +$5K | ﹤0.01% | 1445 |
|