Abbot Financial Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-7,900
| Closed | -$326K | – | 119 |
|
2019
Q4 | $326K | Sell |
7,900
-6,591
| -45% | -$272K | 0.21% | 97 |
|
2019
Q3 | $644K | Sell |
14,491
-950
| -6% | -$42.2K | 0.46% | 65 |
|
2019
Q2 | $776K | Sell |
15,441
-175
| -1% | -$8.8K | 0.56% | 60 |
|
2019
Q1 | $1.03M | Sell |
15,616
-100
| -0.6% | -$6.62K | 0.8% | 42 |
|
2018
Q4 | $965K | Sell |
15,716
-500
| -3% | -$30.7K | 0.85% | 41 |
|
2018
Q3 | $1.33M | Buy |
16,216
+100
| +0.6% | +$8.21K | 0.99% | 35 |
|
2018
Q2 | $1.35M | Hold |
16,116
| – | – | 1.07% | 33 |
|
2018
Q1 | $1.05M | Sell |
16,116
-825
| -5% | -$53.6K | 0.84% | 45 |
|
2017
Q4 | $1.25M | Sell |
16,941
-234
| -1% | -$17.2K | 0.99% | 36 |
|
2017
Q3 | $1.13M | Buy |
17,175
+2,450
| +17% | +$161K | 0.94% | 37 |
|
2017
Q2 | $882K | Buy |
+14,725
| New | +$882K | 0.79% | 45 |
|