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Alterna Wealth Management’s Occidental Petroleum OXY Stock Holding History

Alterna Wealth Management’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,098
Closed -$305K – 268
2018
Q4 		$305K Buy
+5,098
New +$358K 0.05% 251

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Capital World Investors
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JP Morgan Chase
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T. Rowe Price Associates
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Invesco
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Macquarie Group
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Alterna Wealth Management's OXY Position: Q1 2019 in Review

Alterna Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2019, closing a stake of 5,098 shares — an estimated $305K sold.

Alterna Wealth Management first reported a position in OXY in Q4 2018 and held it in 1 quarter. The position peaked at $305K in Q4 2018. 1,131 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

  • Alterna Wealth Management reported no remaining Occidental Petroleum position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 5,098 Occidental Petroleum shares in Q1 2019, an estimated $305K.
  • Alterna Wealth Management first reported a position in Occidental Petroleum in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Occidental Petroleum position peaked at $305K in Q4 2018.
  • 1,131 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.