Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,483
| Closed | -$257K | – | 143 |
|
|
2017
Q4 | $257K | Sell |
3,483
-1,040
| -23% | -$76.7K | 0.11% | 130 |
|
|
2017
Q3 | $290K | Sell |
4,523
-1,670
| -27% | -$107K | 0.14% | 109 |
|
|
2017
Q2 | $371K | Sell |
6,193
-863
| -12% | -$51.7K | 0.18% | 89 |
|
|
2017
Q1 | $447K | Sell |
7,056
-1,381
| -16% | -$87.5K | 0.22% | 81 |
|
|
2016
Q4 | $601K | Sell |
8,437
-929
| -10% | -$66.2K | 0.33% | 67 |
|
|
2016
Q3 | $683K | Sell |
9,366
-1,558
| -14% | -$114K | 0.37% | 64 |
|
|
2016
Q2 | $825K | Sell |
10,924
-11,576
| -51% | -$874K | 0.45% | 55 |
|
|
2016
Q1 | $1.54M | Buy |
22,500
+2,824
| +14% | +$193K | 0.87% | 41 |
|
|
2015
Q4 | $1.33M | Buy |
19,676
+6,232
| +46% | +$421K | 0.78% | 41 |
|
|
2015
Q3 | $888K | Sell |
13,444
-1,402
| -9% | -$92.6K | 0.58% | 45 |
|
|
2015
Q2 | $1.15M | Buy |
14,846
+1,333
| +10% | +$104K | 0.71% | 43 |
|
|
2015
Q1 | $985K | Buy |
13,513
+3,766
| +39% | +$275K | 0.61% | 47 |
|
|
2014
Q4 | $785K | Buy |
9,747
+2,080
| +27% | +$168K | 0.48% | 48 |
|
|
2014
Q3 | $706K | Buy |
7,667
+2,417
| +46% | +$223K | 0.45% | 58 |
|
|
2014
Q2 | $516K | Buy |
+5,250
| New | +$516K | 0.32% | 71 |
|