Altium 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
Q3 | – | Sell |
-5,400
| Closed | -$272K | – | 292 |
|
|
2019
Q2 | $272K | Sell |
5,400
-3,958
| -42% | -$199K | 0.04% | 228 |
|
|
2019
Q1 | $619K | Sell |
9,358
-75
| -0.8% | -$4.96K | 0.1% | 140 |
|
|
2018
Q4 | $579K | Buy |
9,433
+2,120
| +29% | +$130K | 0.11% | 130 |
|
|
2018
Q3 | $601K | Buy |
7,313
+839
| +13% | +$69K | 0.12% | 142 |
|
|
2018
Q2 | $542K | Buy |
+6,474
| New | +$542K | 0.14% | 110 |
|