American Trust Investment Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-69,583
| Closed | -$2.87M | – | 71 |
|
|
2019
Q4 | $2.87M | Sell |
69,583
-1,395
| -2% | -$57.5K | 2.09% | 20 |
|
|
2019
Q3 | $3.16M | Sell |
70,978
-620
| -0.9% | -$27.6K | 2.42% | 17 |
|
|
2019
Q2 | $3.6M | Buy |
71,598
+27,167
| +61% | +$1.37M | 2.8% | 13 |
|
|
2019
Q1 | $2.94M | Buy |
44,431
+4,761
| +12% | +$315K | 2.26% | 18 |
|
|
2018
Q4 | $2.44M | Buy |
+39,670
| New | +$2.44M | 2.16% | 21 |
|
|
2015
Q1 | – | Sell |
-24,817
| Closed | -$2M | – | 74 |
|
|
2014
Q4 | $2M | Buy |
+24,817
| New | +$2M | 2.12% | 21 |
|