Apriem Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-180
| Closed | -$15K | – | 305 |
|
|
2018
Q2 | $15K | Buy |
+180
| New | +$15K | ﹤0.01% | 383 |
|
|
2017
Q2 | – | Sell |
-744
| Closed | -$47K | – | 417 |
|
|
2017
Q1 | $47K | Sell |
744
-88
| -11% | -$5.56K | 0.01% | 240 |
|
|
2016
Q4 | $59K | Sell |
832
-690
| -45% | -$48.9K | 0.02% | 211 |
|
|
2016
Q3 | $111K | Buy |
1,522
+302
| +25% | +$22K | 0.03% | 155 |
|
|
2016
Q2 | $92K | Buy |
1,220
+157
| +15% | +$11.8K | 0.03% | 169 |
|
|
2016
Q1 | $73K | Sell |
1,063
-107
| -9% | -$7.35K | 0.03% | 164 |
|
|
2015
Q4 | $79K | Buy |
1,170
+53
| +5% | +$3.58K | 0.03% | 157 |
|
|
2015
Q3 | $74K | Sell |
1,117
-37,031
| -97% | -$2.45M | 0.03% | 163 |
|
|
2015
Q2 | $2.96M | Buy |
38,148
+696
| +2% | +$54K | 1.02% | 32 |
|
|
2015
Q1 | $2.73M | Buy |
37,452
+1,445
| +4% | +$105K | 0.95% | 38 |
|
|
2014
Q4 | $2.9M | Buy |
36,007
+2,810
| +8% | +$226K | 1.07% | 34 |
|
|
2014
Q3 | $3.06M | Sell |
33,197
-1,069
| -3% | -$98.5K | 1.17% | 31 |
|
|
2014
Q2 | $3.37M | Sell |
34,266
-573
| -2% | -$56.3K | 1.29% | 28 |
|
|
2014
Q1 | $3.18M | Sell |
34,839
-1,094
| -3% | -$99.9K | 1.2% | 28 |
|
|
2013
Q4 | $3.27M | Buy |
35,933
+78
| +0.2% | +$7.11K | 1.28% | 30 |
|
|
2013
Q3 | $3.21M | Buy |
35,855
+809
| +2% | +$72.5K | 1.39% | 29 |
|
|
2013
Q2 | $3M | Buy |
+35,046
| New | +$3M | 1.47% | 25 |
|