Beacon Investment Advisory Services’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,399
| Closed | -$285K | – | 250 |
|
|
2019
Q3 | $285K | Sell |
6,399
-24,382
| -79% | -$1.09M | 0.03% | 206 |
|
|
2019
Q2 | $1.55M | Sell |
30,781
-4,131
| -12% | -$208K | 0.16% | 95 |
|
|
2019
Q1 | $2.31M | Buy |
34,912
+3,975
| +13% | +$263K | 0.25% | 86 |
|
|
2018
Q4 | $1.9M | Sell |
30,937
-4,654
| -13% | -$286K | 0.21% | 89 |
|
|
2018
Q3 | $2.92M | Buy |
35,591
+903
| +3% | +$74.2K | 0.28% | 82 |
|
|
2018
Q2 | $2.9M | Buy |
34,688
+19,488
| +128% | +$1.63M | 0.29% | 83 |
|
|
2018
Q1 | $987K | Buy |
15,200
+1,741
| +13% | +$113K | 0.1% | 113 |
|
|
2017
Q4 | $991K | Sell |
13,459
-4,014
| -23% | -$296K | 0.1% | 118 |
|
|
2017
Q3 | $1.12M | Buy |
+17,473
| New | +$1.12M | 0.1% | 121 |
|