Ascent Wealth Partners’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-20,366
| Closed | -$1.64M | – | 116 |
|
|
2014
Q4 | $1.64M | Sell |
20,366
-2,509
| -11% | -$202K | 0.96% | 45 |
|
|
2014
Q3 | $2.11M | Buy |
22,875
+41
| +0.2% | +$3.78K | 1.34% | 36 |
|
|
2014
Q2 | $2.25M | Buy |
22,834
+282
| +1% | +$27.7K | 1.42% | 32 |
|
|
2014
Q1 | $2.06M | Buy |
22,552
+404
| +2% | +$36.9K | 1.41% | 34 |
|
|
2013
Q4 | $2.02M | Buy |
+22,148
| New | +$2.02M | 1.43% | 29 |
|