Aevitas Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-220
| Closed | -$14K | – | 261 |
|
|
2019
Q1 | $14K | Sell |
220
-216
| -50% | -$13.7K | 0.01% | 279 |
|
|
2018
Q4 | $27K | Sell |
436
-30
| -6% | -$1.86K | 0.03% | 221 |
|
|
2018
Q3 | $38K | Buy |
466
+4
| +0.9% | +$326 | 0.03% | 223 |
|
|
2018
Q2 | $39K | Buy |
462
+5
| +1% | +$422 | 0.04% | 219 |
|
|
2018
Q1 | $30K | Buy |
457
+5
| +1% | +$328 | 0.03% | 220 |
|
|
2017
Q4 | $33K | Buy |
+452
| New | +$33K | 0.03% | 215 |
|