ACI
Advance Capital I’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-16,700
| Closed | -$1.35M | – | 203 |
|
|
2014
Q4 | $1.35M | Hold |
16,700
| – | – | 0.71% | 48 |
|
|
2014
Q3 | $1.61M | Hold |
16,700
| – | – | 0.78% | 60 |
|
|
2014
Q2 | $1.71M | Buy |
+16,700
| New | +$1.71M | 0.81% | 33 |
|
|
2014
Q1 | – | Sell |
-18,650
| Closed | -$1.77M | – | 249 |
|
|
2013
Q4 | $1.77M | Hold |
18,650
| – | – | 0.85% | 6 |
|
|
2013
Q3 | $1.75M | Buy |
18,650
+8,950
| +92% | +$837K | 0.89% | 2 |
|
|
2013
Q2 | $866K | Buy |
+9,700
| New | +$866K | 0.43% | 60 |
|