Valeo Financial Advisors’s WPX Energy, Inc. WPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-296
| Closed | -$2K | – | 2268 |
|
|
2020
Q4 | $2K | Hold |
296
| – | – | ﹤0.01% | 1555 |
|
|
2020
Q3 | $1K | Hold |
296
| – | – | ﹤0.01% | 1562 |
|
|
2020
Q2 | $2K | Hold |
296
| – | – | ﹤0.01% | 1831 |
|
|
2020
Q1 | $1K | Hold |
296
| – | – | ﹤0.01% | 1771 |
|
|
2019
Q4 | $4K | Hold |
296
| – | – | ﹤0.01% | 1366 |
|
|
2019
Q3 | $3K | Hold |
296
| – | – | ﹤0.01% | 1349 |
|
|
2019
Q2 | $3K | Hold |
296
| – | – | ﹤0.01% | 1365 |
|
|
2019
Q1 | $4K | Hold |
296
| – | – | ﹤0.01% | 1260 |
|
|
2018
Q4 | $3K | Sell |
296
-34
| -10% | -$516 | ﹤0.01% | 1242 |
|
|
2018
Q3 | $5K | Hold |
330
| – | – | ﹤0.01% | 1240 |
|
|
2018
Q2 | $6K | Sell |
330
-94
| -22% | -$1.61K | ﹤0.01% | 1110 |
|
|
2018
Q1 | $6K | Sell |
424
-77
| -15% | -$1.11K | ﹤0.01% | 1106 |
|
|
2017
Q4 | $7K | Buy |
501
+75
| +18% | +$908 | ﹤0.01% | 942 |
|
|
2017
Q3 | $5K | Buy |
+426
| New | +$4.36K | ﹤0.01% | 894 |
|
Valeo Financial Advisors's WPX Position: Q1 2021 in Review
Valeo Financial Advisors sold out of WPX Energy, Inc. (WPX) in Q1 2021, closing a stake of 296 shares — an estimated $2K sold.
Valeo Financial Advisors first reported a position in WPX in Q3 2017 and held it in 14 quarters. The position peaked at $7K in Q4 2017. 0 funds tracked by Wall St. Rank hold WPX as of Q1 2021.
- Valeo Financial Advisors reported no remaining WPX Energy, Inc. position as of Q1 2021 after selling out during the quarter.
- Valeo Financial Advisors sold 296 WPX Energy, Inc. shares in Q1 2021, an estimated $2K.
- Valeo Financial Advisors first reported a position in WPX Energy, Inc. in Q3 2017 and held it in 14 quarters.
- Valeo Financial Advisors's WPX Energy, Inc. position peaked at $7K in Q4 2017.
- 0 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q1 2021.
Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.