Aris Wealth Services’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $9K | Sell |
140
-8,206
| -98% | -$528K | 0.02% | 227 |
|
|
2015
Q2 | $648K | Buy |
8,346
+1,395
| +20% | +$108K | 0.59% | 68 |
|
|
2015
Q1 | $507K | Buy |
6,951
+2,573
| +59% | +$188K | 0.47% | 72 |
|
|
2014
Q4 | $352K | Sell |
4,378
-1,592
| -27% | -$128K | 0.39% | 86 |
|
|
2014
Q3 | $550K | Buy |
5,970
+312
| +6% | +$28.7K | 0.68% | 58 |
|
|
2014
Q2 | $556K | Buy |
5,658
+324
| +6% | +$31.8K | 0.73% | 46 |
|
|
2014
Q1 | $487K | Buy |
5,334
+611
| +13% | +$55.8K | 0.71% | 52 |
|
|
2013
Q4 | $430K | Buy |
+4,723
| New | +$430K | 0.72% | 51 |
|